Assets Under Management
$399.2M
Number of Clients
670
Number of Advisors
15
Average Client AUM
$596K
AUM per Advisor
$26.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lifestyle Asset Management, Inc. offers portfolio management, pension consulting, sub-advisory, and financial planning services. Investment advice is tailored to individual client needs, objectives, and risk tolerance. The firm manages assets on a discretionary or non-discretionary basis, using predefined strategies or model portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
211 West Edgewood, Suite 300, Friendswood, TX, 77546