The LifeWealth Group provides wealth management services, including asset management, investment advice, financial planning, tax planning, and estate planning. They tailor investment advice to meet client needs and objectives. The firm may use third-party money managers and has a sub-advisory relationship with AE Wealth Management. Financial planning services include a comprehensive evaluation of a client's financial situation and goals.
Assets Under Management$180M
Clients75
Advisors9
Avg. per Client$2.4M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements in accordance with the fee schedule and Advisory Agreement in place at the time they onboarded.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...