The LifeWealth Group is a registered investment advisor founded in 2024 with roots dating back to 2002, operating primarily out of Winter Garden, Florida. The firm focuses on holistic wealth management, offering discretionary asset management, financial planning, tax planning, estate planning, and retirement strategies. The LifeWealth Group tailors its advisory services to individual client needs, utilizing both in-house investment models and third-party strategists, including partnerships with AE Wealth Management. The firm advises on a wide range of products, from traditional equities and fixed income to alternative investments and insurance products. The LifeWealth Group primarily serves individuals, high-net-worth clients, and businesses, typically requiring a minimum investment of $500,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are negotiable at the sole discretion of the firm. Maximum advisory fee is up to 2%.