Life's Sanctuary Financial Planning, based in Kenosha, Wisconsin, offers personalized portfolio management services. They evaluate your financial situation and risk tolerance to tailor investment recommendations. Clients can choose discretionary or non-discretionary management. The firm primarily invests in exchange-listed stocks, mutual funds, ETFs, and bonds.
Assets Under Management$4.9M
Clients7
Advisors1
Avg. per Client$690K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for assets over $2,000,000 are negotiable between 0.50% and 0.75%. Discounts may be offered to family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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