LifeCapital Partners offers customized wealth management solutions for individuals, high-net-worth clients, trusts, estates, and businesses. LifeCapital Partners provides discretionary investment management, building portfolios primarily with low-cost mutual funds and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, LifeCapital Partners incorporates comprehensive financial planning into its wealth management services, covering retirement planning, tax strategies, estate planning, education funding, and insurance needs. Standalone financial planning and consulting are also available on an hourly basis. LifeCapital Partners acts legally required to act in your best interest as a registered investment advisor and works closely with clients to construct long-term investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiable at the sole discretion of the firm.