LifeFirst Wealth, LLC (LFW) is a registered investment advisor located in Alabama. LFW is a fee-only firm, meaning it only gets paid by its clients for its services. LFW offers financial planning services, which involve evaluating a client's current and future financial state. LFW also provides investment management services, where it creates and manages a portfolio based on a client's personal investment policy.
Assets Under Management$610K
Clients1
Advisors1
Avg. per Client$610K
Avg. per Advisor$610K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The 1% fee covers both financial planning and investment management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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