Life Line Wealth Management offers investment management services, primarily using exchange-traded funds (ETFs) to create portfolios tailored to clients' needs. They also offer optional financial planning services, including risk management, tax, retirement, estate, and debt management planning, at no additional cost to investment management clients. Life Line Wealth Management does not offer stand-alone financial planning services.
Assets Under Management$480M
Clients100
Advisors5
Avg. per Client$4.8M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee for investment management services is 1.0% of total assets under management. However, based on the size, scope, and complexity of the client’s needs and circumstances, this annual fee may be negotiated 0.5% higher or lower than the standard.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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