Financial Life Designs provides financial planning and investment management services. They start with a Discovery Meeting to understand your values, concerns, and objectives. They then create a financial plan tailored to your life goals, covering areas like retirement, taxes, insurance, and estate planning. They also manage investment portfolios using stocks, mutual funds, and bonds to achieve the best return on your investment capital.
Assets Under Management$38M
Clients39
Advisors2
Avg. per Client$970K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable within each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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