Lifestyle Freedom Advisory Group offers investment management where they manage your investments for you, financial planning to help you reach your financial goals, and financial consulting for specific financial matters. For investment management, they may use other investment advisors to manage your money. They also provide advice to individuals on their retirement plans.
Assets Under Management$130M
Clients176
Advisors5
Avg. per Client$710K
Avg. per Advisor$25M
Fee Structure
Lifestyle Freedom Advisory Group manages your investments for an annual fee that can range from 0% to 1.9% of the value of your portfolio. This fee is negotiable. If Lifestyle Freedom Advisory Group uses another investment advisor to manage your money, you will not pay any additional fees.
Loading...