Lifecourse Capital, INC.
Assets Under Management
$159.3M
Number of Clients
589
Number of Advisors
N/A
Average Client AUM
$270K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LifeCourse Capital provides tailored advisory services including investment management through model portfolios, qualified plan asset allocation recommendations, and financial planning & consulting. They gather client financial data to customize services and do not participate in wrap fee programs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.60% |
Fee schedule for Asset Allocation Models. All related fee-based accounts are added together to determine the fee breakpoints.
Fee Estimator
LifeCourse Capital charges an annual fee based on the amount of assets managed. There are different fee schedules for asset allocation models and bond models. All related fee-based accounts are added together to determine fee breakpoints. Fees are paid quarterly in advance, based on the asset value at the end of the prior quarter. Financial planning and consulting services do not generate a separate fee when provided in conjunction with investment management services. Fixed financial planning fees are $600 and hourly fees are $100 per hour.
Areas of Practice
Location
8331 Madison Blvd., Suite 100, Madison, AL, 35758