Life Wise Planning Group provides investment management, retirement plan services, and financial planning. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning covers topics like retirement, cash flow, and estate planning. They also offer ERISA plan services to qualified retirement plans. Scott Sorum is the owner and Chief Compliance Officer.
Assets Under Management$52M
Clients152
Advisors2
Avg. per Client$340K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
The annual fee may be negotiable. For accounts held at American Funds Service Company, the fee is up to 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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