Financial Lifestyle Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,026,649
Total clients
96
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
96
Average account size
$302,361
Client services
Fee options
Comprehensive financial planning fees range from $1,500 to $3,000; 50% due at engagement, remainder upon plan delivery
$0 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $5,000,000: 0.75% annually (0.1875% quarterly) $5,000,001 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.25% annually (0.0625% quarterly)
$250 per hour
Account minimum: No minimum account size; however, a minimum annual fee of $500 applies for smaller portfolios Minimum fee: Minimum annual fee of $500 per year for smaller accounts Fee-only: Fee-only firm; no commissions accepted; fees paid only by clients
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Financial Lifestyle Management
3101 Joe Ramsey Blvd. Suite#107
Greenville TX 75401, United States
Number of offices
1
Forms ADV
Quick links
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