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
1821 Walden Office Square, Suite 400, Schaumburg, IL, 60173
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
Douglas is a licensed insurance professional and receives commissions from various insurance companies, separate from his role with LifePoint Planning. This practice presents a conflict of interest, but clients are not obligated to implement his insurance recommendations.