Kevin Hockenhull Daley

Lifestyle Freedom Advisory Group, LLC

6 Years of Experience

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Firm Information

Lifestyle Freedom Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

176 clients

Average Client Portfolio

$713K average

Assets Under Management

$125.6M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$5,000 - $10,000

Lifestyle Freedom Advisory Group charges fees for asset management, financial planning, and financial consulting. Asset management fees range from 0-1.9% annually, negotiable based on various factors. One-time financial planning ranges from $5,000-$10,000, while ongoing financial planning ranges from $5,000-$10,000 for the initial year and $2,500 for subsequent years. Financial consulting ranges from $15,000-$40,000. All financial planning and consulting fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Advisor Information

Office location

9541 Julian Clark Ave, Suite 101, Huntersville, NC, 28078

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Regulatory 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.

Other Business Activities

Kevin is an operations associate at Lifestyle Freedom Group, LLC dba Array Partners, a business consultation firm. This not-investment related activity takes about half of Kevin's time.