It’s important to know upfront not only what you’re getting from your advisor, but how much it will cost. LifeGuide clients pay a Total Relationship Fee* which includes all of our Financial Life Planning, Investment Management, and Survivor Assistance services.
LifeGuide clients pay a Total Relationship Fee* — The total annual fee for all services we provide. It includes both the Planning, Coaching, & Advice Fee, and Direct Asset Management Fee.
LifeGuide clients pay a Total Relationship Fee* — The total annual fee for all services we provide. It includes both the Planning, Coaching, & Advice Fee, and Direct Asset Management Fee.
LifeGuide’s comprehensive services are designed for those with $450k+ in investable assets.
We are committed to providing our client families both high-value service and an exceptional advisory experience. The fees you pay help us deliver deep, personalized planning, retain the best advisors, and continue building our firm to deliver on our promises over the long term.
We’ve designed our fee structure to be competitive with industry standards and accommodate a variety of financial circumstances. The table below shows our fees at various levels, with all investments directly managed by us. You may qualify for family householding discounts and waived fees on your current employer retirement accounts (401k, TSP, 403b). We will provide you with a clear, personalized proposal following your complimentary Exploration Meeting.
| Total Account Balance Invested Directly with LifeGuide | Planning, Coaching, & Advice Fee | Direct Asset Management Fee | Total Relationship Fee | Marginal Relationship Fee |
|---|---|---|---|---|
| $20,000,000 | 0.25% | 0.20% | 0.45% | 0.37% |
| $12,500,000 | 0.28% | 0.22% | 0.50% | 0.37% |
| $7,500,000 | 0.34% | 0.26% | 0.60% | 0.37% |
| $3,000,000 | 0.48% | 0.30% | 0.78% | 0.60% |
| $1,500,000 | 0.66% | 0.30% | 0.96% | 0.60% |
| $750,000 | 0.92% | 0.30% | 1.22% | 0.93% |
| $450,000 | 1.07% | 0.30% | 1.37% | 1.30% |
Less than $450k in assets or income? View services and resources designed specifically for you.
Fund expenses are in addition to the fees listed above, and are not paid to LifeGuide. Typical blended expense ratios for our portfolios range from 0.04% to 0.49%**
**Fund expenses as of 3/3/2023
I first discovered LifeGuide through my former employer. LifeGuide was a supporter of the organization and I had so much respect for their commitment to serve and give back to the community. I then referred my mother to them and they were so amazing to work with that my husband and I signed on as clients as well. It is top quality service and the entire team is so kind and willing to go above and beyond. I highly recommend!!!As posted in Crystal's Google Review
The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.