Financial Life Advisors
Assets Under Management
$345.8M
Number of Clients
219
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Life Advisors offers comprehensive financial planning, consulting, and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include financial plan development, tailored investment portfolios, retirement planning, risk management assessment, and investment selection.
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
Location
14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232
