LifeGoal Investments manages investment portfolios and offers financial planning services for individuals, high net worth individuals, and business entities. LifeGoal Investments offers both discretionary and non-discretionary asset management services, tailoring investment strategies, security selection, and asset allocation to each client's specific goals, time horizons, objectives, and risk tolerance. In addition, the firm offers periodic investment advice for outside accounts not held at the primary custodian, as well as comprehensive financial planning covering topics such as personal net worth, cash flow analysis, retirement strategies, risk management, tax reduction strategies, and estate preservation. LifeGoal Investments generally requires a minimum of $500,000 to open and maintain an account, though this minimum may be lowered or waived in certain instances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $40.0M | 0.55% |
| $40M+ | 0.55% |
Fees are negotiable based on criteria such as historical relationship, type of assets, anticipated future earning capacity, and account composition. Cash is included in fee calculations.