Life Strategy Partners Inc. manages investment portfolios and offers financial planning services, including comprehensive and hourly planning. They work with clients to establish financial goals and create tailored plans. LSP may use third-party money managers. They also offer retirement plan services to employer plan sponsors.
Assets Under Management$3.5M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable. For clients who do not meet the $500,000 minimum, a Hybrid Pricing Model is offered: 0.30% annual investment management fee plus a $300 monthly financial planning fee. The fee for the outside manager is included in the Annual Advisory Fee, with no additional cost for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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