LifePlan Financial manages investment portfolios and offers financial planning services, including retirement, estate, and tax planning. They gather financial information from clients to develop personalized investment policies and manage portfolios accordingly. They also offer a proprietary estate planning process, working with attorneys and accountants to create coordinated plans. Consulting services are available on a limited basis for specific financial concerns.
Assets Under Management$140M
Clients255
Advisors2
Avg. per Client$550K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.70% |
| $250K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Accounts holding variable annuities will only be charged an annual fee of 1.00%. Variable annuity account values are not included in the household’s management fee tier calculation. All fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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