The Life Wealth Group
Assets Under Management
$177.7M
Number of Clients
75
Number of Advisors
7
Average Client AUM
$2.4M
AUM per Advisor
$25.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LifeWealth Investments, LLC, d/b/a The LifeWealth Group, offers holistic wealth management services including asset management, investment advice, financial planning, tax planning, and estate planning. They may use third-party money managers and have a sub-advisory relationship with AE Wealth Management, LLC. Fees are negotiable and outlined in the Investment Advisory Agreement.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10M. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Fee Estimator
The firm charges an annual advisory fee for asset management, up to a maximum of 2% of assets under management. This fee includes payments to sub-advisers or third-party investment advisers. Fees are typically billed monthly in arrears based on the account's average daily balance. Financial planning and estate design services are typically charged a flat fee. Estate design fees range from $2,500 to $7,500 based on estate value. Hourly consulting is available at $350/hour. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Areas of Practice
Location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787