Advisor at Life Advisors Financial Planning and Wealth Management, LLC
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Firm
Life Advisors Financial Planning and Wealth Management, LLC
Location
Munfordville, KY 42765
Credentials
PFS™, Series 65
Industry experience
17 years
Synthia Durham is a financial advisor at Life Advisors Financial Planning and Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ and Series 65 credentials and has worked in accounting and financial planning since 2002. In addition to her advisory role, she manages Hart County Hardwoods, a manufacturing business where she serves as an accountant. Life Advisors Financial Planning and Wealth Management is a small firm serving individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily low-cost mutual funds and active ETFs, with portfolios documented by written investment policies and regularly reviewed.
Based on Life Advisors Financial Planning and Wealth Management, LLC
Based on Life Advisors Financial Planning and Wealth Management, LLC
Typically ranges from $500 to $7,500 depending on client circumstances
$0 - $50,000: 2% $50,001 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$125 to $225 per hour depending on nature and complexity
Fee-only: Hourly fees ranging from $125 to $225 per hour; Fixed fees ranging from $500 to $7,500 depending on client circumstances
110 East Union Street
Munfordville, KY 42765
Kentucky
Hart County Hardwoods, Llc
2021 - Present (5 years)
Green River Accounting & Tax Solutions Llc D/B/A Green River Cpa
2020 - 2021 (1 year)
Life Advisors Financial Planning and Wealth Management, LLC
2008 - Present (18 years)
Fowler Durham Cpa's & Advisors, Pllc
2002 - Present (24 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
They sell insurance products and may earn commissions on those sales.
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.
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