Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifestyle Freedom Advisory Group charges fees for asset management, financial planning, and financial consulting. Asset management fees range from 0-1.9% annually, negotiable based on various factors. One-time financial planning ranges from $5,000-$10,000, while ongoing financial planning ranges from $5,000-$10,000 for the initial year and $2,500 for subsequent years. Financial consulting ranges from $15,000-$40,000. All financial planning and consulting fees are negotiable.
Areas of Practice
Advisor Information
Office location
9040 Town Center Parkway, Bradenton, FL, 34202
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Customer Dispute
May 2004Other Business ActivitiesSells Insurance
John is a licensed insurance agent and co-owner of Lifestyle Freedom Safe Harbor, LLC, spending about 10% of his time on this. He is also the managing member of J Daley, LLC, a holding company, and a member of Lifestyle Freedom Group, LLC dba Family Office Division and Array Partners, spending about 10-20% and about a quarter of his time, respectively, on these activities.