Life Strategy Partners offers customized investment management and comprehensive financial planning services designed to help individuals and families reach their financial goals. Life Strategy Partners focuses on long-term investment strategies utilizing modern portfolio theory and passive investing principles, alongside liability-driven investing techniques for retirement income planning. Clients can choose from a standard pricing model for portfolios starting at $500,000, or a hybrid pricing model that combines a lower portfolio fee with a monthly planning fee for accounts under $500,000. In addition to ongoing wealth management, Life Strategy Partners provides standalone hourly planning, project-based financial plans, Social Security maximization analyses, Medicare roadmaps, and tax preparation coordination. The firm is owned by Chad Lawyer and Ananda Das and operates out of Tucson, Arizona.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Standard pricing model applies to accounts with $500,000 or more. Accounts under $500,000 use a hybrid model charging 0.30% on assets plus a $300 monthly planning fee. Fees are negotiable.
