LifePath Advisors (LPA) provides investment management services through a third party, Orion Portfolio Solutions (OPS), and financial planning services. LPA builds and manages investment portfolios based on client needs and objectives, while OPS executes trades and provides administrative support. LPA also offers one-time and ongoing financial planning services covering areas like retirement, insurance, and taxes. Clients work directly with LPA, not OPS.
Assets Under Management$18M
Clients37
Advisors1
Avg. per Client$480K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.08% |
| $2.0M - $5.0M | 0.07% |
| $5M+ | 0.06% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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