Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
All Accounts under this fee model are subject to a minimum monthly Management Fee of $958.33. Fees are negotiable.
Fee Estimator
Financial Life Advisors offers services on a fee basis, including percentage of assets managed, hourly, and/or fixed fees. Personal planning and consulting fees range from $2,000 to $10,000, and 401(k) fiduciary consulting service fees range from $6,000 to $25,000. These services are also available hourly at $100 to $400. Model 1 accounts are subject to a minimum monthly management fee of $958.33, and Model 2 accounts are subject to a minimum monthly management fee of $81.25. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232
Get directionsRegulatory History
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