Lifestyle Freedom Advisory Group, LLC
Assets Under Management
$125.6M
Number of Clients
176
Number of Advisors
5
Average Client AUM
$713K
AUM per Advisor
$25.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lifestyle Freedom Advisory Group provides discretionary asset management, financial planning, and financial consulting services. They may utilize sub-advisors or recommend third-party managers. Services are tailored to client goals and objectives, with potential restrictions on investments. They also offer advice to individuals on their qualified plans.
Fee Structure
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.
Areas of Practice
Location
9040 Town Center Parkway, Bradenton, FL, 34202