Wealth For Life, LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's financial situation. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, and ETFs. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...