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 | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $10,800.
Fee Estimator
LifePoint Planning charges a maximum fee of 1.5% on assets under $1,000,000 and 1.0% on assets over $1,000,000. The minimum fee is $10,800 per year. Fees are billed monthly in advance. They also offer hourly financial planning at $500 per hour, with a $1,000 deposit required. Clients may incur additional brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
Grand Rapids, MI
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is a licensed insurance professional and receives commissions from selling various insurance products. Clients are not obligated to implement any insurance recommendations made by Edward.