LiftPoint Family Wealth Advisors provides financial planning, consulting, and investment management services. They allocate client assets among independent investment managers and exchange-traded funds. LiftPoint works with clients to assess their risk tolerance and financial goals, and they monitor the performance of the independent managers they select. They also offer advice on legacy positions and investments held in employer-sponsored retirement plans.
Assets Under Management$190M
Clients64
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1000K - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | Included |
Fees are negotiable for amounts over $50,000,000. The firm can also negotiate a fixed annual rate in lieu of the above fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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