Advisor at LifeWater Wealth Management
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Firm
LifeWater Wealth Management
Location
Duluth, GA 30097
Credentials
CFP®, Series 65
Industry experience
17 years
Fredrick Standfield is a CFP® with 17 years of industry experience, currently serving as the sole advisor at LifeWater Wealth Management in Duluth, GA. His prior work includes roles at Origin Financial, Liberate, Inc., and MANHEIM, Inc. LifeWater Wealth Management provides financial planning, portfolio and investment management, and separately managed portfolio access to individual, high-net-worth, and corporate clients. The firm employs a diversified investment approach based on modern portfolio theory, combining passive and active strategies with customized portfolio management and integrates bookkeeping and tax preparation services through third-party providers.
Based on LifeWater Wealth Management
Based on LifeWater Wealth Management
Initial Financial Plan fee: $3,500 fixed fee; Retainer-Based Financial Advisory Services: fixed fee starting at $4,000 annually
$400,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.80% $5,000,000+: 0.70%
Project-Based Financial Planning and bookkeeping/accounting consulting charged at $400 per hour
Account minimum: $400,000 Minimum fee: Minimum annual asset-based fee of $4,000 Fee-only: Initial Financial Plan fee: $3,500 fixed fee; Retainer-Based Financial Advisory Services: starting at $4,000 annually, paid quarterly; Project-Based Financial Planning: $400 per hour; Bookkeeping & Accounting consulting: $400 per hour
2180 Satellite Blvd, Suite 400
Duluth, GA 30097
Alabama · Georgia · Texas
Origin Financial
2022 - Present (4 years)
Lifewater Wealth Management, LLC
2019 - Present (7 years)
Liberate, Inc.
2007 - 2018 (11 years)
MANHEIM, INC. subsiduary if Cots Enterprise
1994 - 2019 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65
Duluth, GA
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CFP®, Series 63
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Cwpim
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Johns Creek, GA
Kuber Capital Management, LLC
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E.A. Hendrich Financial Planning, LLC
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