Assets Under Management
$177.7M
Number of Clients
75
Number of Advisors
7
Average Client AUM
$2.4M
AUM per Advisor
$25.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
The LifeWealth Group provides holistic wealth management services including asset management, investment advice, financial planning, tax planning, and estate planning. They offer discretionary asset management services tailored to client needs and objectives, and may use third-party money managers or AE Wealth Management. Financial planning services include comprehensive evaluations and consultations.
| Assets Under Management | 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 negotiable for accounts over $10 Million.
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787