Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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
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Benjamin David GurwitzRegulatory History
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.
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Benjamin is the Investment Committee Chair and Board Member for the Jewish Federation of San Antonio since June 2020. He leads the committee overseeing the Investment Adviser that manages the endowment funds.
Employment History
Current Registrations
Financial Life Advisors
State Registrations1 state
Exams
Additional Information
Ben joined Financial Life Advisors in 2008 and oversees the wealth management and financial planning for the whole firm. Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner, Texas Life and Health Insurance Counselor and Risk Manager with 15 years of experience in the financial services industry. Ben’s passion is to “Help families coordinate and maximize their financial resources to achieve their goals.”