Assets Under Management
$122.3M
Number of Clients
251
Number of Advisors
2
Average Client AUM
$487K
AUM per Advisor
$61.1M
Compensation
Fee-Only (AUM)
LifePlan Financial LLC manages advisory accounts on a discretionary basis, guided by client objectives. They offer investment supervisory services, financial planning (retirement, estate, tax, general), and consulting services. They also offer a proprietary estate planning process, working with attorneys and accountants.
| Assets Under Management | 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% |
Fees may be negotiable in certain circumstances.
226 N. Broad Street, Mankato, MN, 56001