Lifepoint Planning
Assets Under Management
$118.9M
Number of Clients
98
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$39.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LifePoint Planning manages individually tailored investment portfolios and offers financial planning services covering business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. They also offer retirement plan consulting to employer plan sponsors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $10,800.
Fee Estimator
LifePoint Planning charges a maximum fee of 1.5% on assets under $1,000,000 and 1.0% on assets over $1,000,000. The minimum fee is $10,800 per year. Fees are billed monthly in advance. They also offer hourly financial planning at $500 per hour, with a $1,000 deposit required. Clients may incur additional brokerage commissions and other related costs.
Areas of Practice
Location
1821 Walden Office Square, Suite 400, Schaumburg, IL, 60173