LifeCapital Partners provides wealth management solutions through personal contact, investment management, and financial planning. They create investment portfolios using model portfolios of low-cost mutual funds and ETFs, but may also use individual stocks, bonds, options, alternative investments, and digital assets. They also offer standalone financial planning services, covering retirement, education, and estate planning.
Assets Under Management$130M
Clients297
Advisors3
Avg. per Client$450K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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