BL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B
Fee Structure
Hourly Rate:Up to $300/hr
LFAS offers financial planning services billed hourly (not to exceed $300/hour) or as a fixed fee, both of which are negotiable. Annual consulting services are also available with negotiable fees, payable monthly or quarterly. For asset management, fees are negotiable, with a maximum of 2.50%. The Participant Asset Management Program has a maximum fee of 1.25%, also negotiable. ICA Platform Program fees do not exceed 2.5% annually and are negotiable.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information
Office location
4004 Summit Blvd NE, #800, Atlanta, GA, 30319
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Level Four Advisory Services
February 2021 - Present · 4 yrs 11 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.