Life Transitions Planning is a registered investment advisor based in Virginia Beach, Virginia, offering discretionary and non-discretionary investment management, financial planning, consulting, divorce financial consulting, and retirement services. Life Transitions Planning serves individuals, high-net-worth families, trusts, and retirement plans, with a particular focus on clients navigating life transitions such as divorce. The firm uses independent custodians like Altruist Financial and provides portfolio reporting through the eMoney Advisor platform. Investment strategies encompass fundamental and technical analysis, long-term holding, and mutual funds or exchange-traded funds, while incorporating risk management and custom portfolio construction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable. Clients electing Altruist One pay an additional platform fee of 0.12%, bringing the total combined fee up to 1.12% per year.