Advisor at Lifestyle Financial Services, LLC
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
Lifestyle Financial Services, LLC
Location
Martinez, GA
Credentials
Series 66
Industry experience
10 years
Gerald House is a financial advisor with Lifestyle Financial Services, LLC and holds a Series 66 designation. He has 10 years of industry experience and has worked with several firms including Core Investment Management Group, LLC and National Brokerage. In addition to his advisory role, he is employed as a real estate broker and manager at Core Investment Management Group, LLC. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a combination of passive and active strategies.
Based on Lifestyle Financial Services, LLC
Based on Lifestyle Financial Services, LLC
Flat fees ranging from $750 to $12,000 for project-based financial planning; estate planning fees from $350 to $2,450 depending on complexity; initial comprehensive financial plan fee up to $3,500 (may be reduced or waived).
$300 per hour for project-based financial planning services.
Ongoing financial planning fees of $2,100 annually, billed monthly (negotiable).
Account minimum: $100,000 (may be waived at firm’s discretion) Fee-only: Firm is fee-only, receiving no commissions or sales-related pay.
Martinez, GA
Georgia
Lifestyle Financial Services, LLC
2022 - Present (4 years)
Herrington Financial Services dba Lifestyle Financial Services
2020 - Present (6 years)
Herrington Financial Services, Inc.
2020 - Present (6 years)
Herrington Financial Services, Inc.
2018 - Present (8 years)
Core Investment Management Group, LLC
2016 - Present (10 years)
Jackson Hewitt
2016 - 2016 (1 year)
National Brokerage
2015 - 2020 (5 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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 65
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Larkins & Associates Financial Services, LLC
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Prometheus Wealth Management, LLC
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Purvis Investments, Inc.
Series 66
Augusta, GA
Williams Wealth Management, Inc.
Series 65
North Augusta, SC
David Gray Consulting LLC
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