Life Line Wealth Management LLC
Assets Under Management
$476.2M
Number of Clients
100
Number of Advisors
4
Average Client AUM
$4.8M
AUM per Advisor
$119.0M
Compensation
Fee-Only (AUM)
About This Firm
Life Line Wealth Management provides discretionary investment management services using passively managed ETFs, and offers optional financial planning services (risk management, tax, retirement, estate, and debt management) at no additional cost to investment management clients. Investment strategies are customized based on client risk capacity and financial situation. The firm manages investments for individuals, high-net-worth individuals, trusts, and small business entities.
Fee Structure
The standard annual fee for investment management services is 1.0% of total assets under management, but this may be negotiated 0.5% higher or lower based on the client's needs and circumstances. Fees are billed in advance on a quarterly basis. Financial planning services are only available to investment management clients and are provided at no additional cost. A minimum of $250,000 of investable assets is generally required to establish an advisory services relationship, but this may be waived at the firm's discretion.
Areas of Practice
Location
8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211