Advisor at Life's Business, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Life's Business, Inc.
Location
Atlanta, GA 30338-3091
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Felicia Voloschin is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Life's Business, Inc. in Atlanta, GA. She is also president and owner of Life's Business Tax and Consulting Services, Inc., a CPA firm providing tax preparation, planning, and business consulting. Life’s Business, Inc. is an independent, single-adviser firm offering asset management and comprehensive financial planning to individuals and businesses. The firm employs fundamental, technical, and cyclical analysis with a focus on broad-based funds held for longer terms, and it provides both discretionary and non-discretionary management services.
Based on Life's Business, Inc.
$10,000 flat fee (adjusted annually for inflation), billed annually; client pays the higher of flat fee or AUM fee
$0 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
$400/hour for financial planning consultations
2472 Jett Ferry Road, Suite 400 226
Atlanta, GA 30338-3091
Georgia
Life's Business, Inc.
2010 - Present (16 years)
Life's Business Tax And Consulting Services, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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