lifelaidout offers comprehensive and project-based financial planning, as well as investment management services. The firm works with clients to establish financial goals, analyze their current situation, and develop a plan to achieve their objectives. Investment management is offered in conjunction with financial planning and is tailored to the client's individual needs and investment objectives. lifelaidout provides ongoing support and plan reviews to ensure accuracy and appropriateness.
Assets Under Management$29M
Clients6
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K+ | 1.00% |
Investment Management services are included with Comprehensive Financial Planning services at no additional fee for assets under management up to $400,000. A fee of 1% will be assessed on AUM above $400,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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