FREE STRATEGY SESSION
In the free strategy session, whether by phone, in person, or virtually, we'll discuss your current financial situation, short-term and long-term financial goals, determine if you're already on the right track or if we may be able to assist you. From there we'll jump right in and begin setting up your website and organizing your financial life.
INVESTMENT PLAN CREATION
We'll begin by showing you your current net worth and establishing your monthly budget. We'll then review all of your current investments, available savings and outstanding debt. Once we understand your total financial picture we'll work together to create your short-term and long-term savings and investment plans. Every week thereafter you'll receive a financial summary that tracks your net worth, monthly spending, and investment performance.
VIP+ SERVICE
You're never going to wait on hold to talk to your LFA advisor, never. As an independent advisory firm we value the relationships with our clients above all. As a client you can call , text or email your advisor anytime. And, as a value added service to all of our clients, if you have a friend or family member who has a question about their personal finances, we provide our VIP+ Process: A free strategy session where we discuss their concerns and offer our objective feedback - PLUS, we include a complimentary net worth analysis. It's a service that clients and their loved ones find to be an invaluable benefit.
Wealth Management Pricing
INITIAL PLANNING FEE + INVESTMENT MANAGEMENT FEE STARTING AT 0.50%
Investment Management fees range from 0.50% to 1.00% of assets under management depending on the value of the accounts, as well as a one-time Initial Planning Fee starting at $2,500. There is a minimum annual fee of $1,500 for clients with less than $150,000 in managed assets, in addition to the one-time Initial Planning Fee.
Example: Investment Account Value = $225,000 x 1% = $2,250 Per Year
We feel our fees offer an exceptional value while also allowing us to accommodate accounts of all sizes. All investment accounts are kept in your name and if at any time you are not happy with our services you can cancel with no additional fees.
Hourly Services PRicing
$250 PER HOUR OR AN AGREED UPON FIXED FEE
We also offer investment advice and financial planning services under stand-alone engagements for an hourly or agreed upon fixed fee.
This is a great option if you just have a couple questions and would like some clarity and perspective.
These fees are $250 on an hourly basis, or an agreed upon fixed fee based on the estimated scope of work and complexity of the services requested.
