L
Life's Business, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,366,202
Total clients
6
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,061,034
About
Life’s Business is an independent, single-adviser firm that provides asset management and comprehensive financial planning to individuals and businesses. The brochure reports roughly $6.4 million in managed assets and a very small client roster, with services tailored on an individual basis.
The firm describes using fundamental, technical and cyclical analysis and generally emphasizes broad-based funds held for longer terms, while retaining the ability to employ other strategies as appropriate. The brochure also states the firm offers both discretionary and non-discretionary management and may engage sub‑advisers to manage certain client accounts.
A notable feature is an affiliated accounting practice through which the firm’s principal provides tax and business planning, and the supplement discloses substantial non-investment business activities (including financial education and other entrepreneurial ventures). That affiliation combined with the firm’s very small client base and occasional use of sub‑advisers is atypical for a solo independent adviser and may influence service availability and how advisory work is coordinated.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Disability insurance
Fee options
$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
Main office location
Life's Business, Inc.
2472 Jett Ferry Road, Suite 400 226
Atlanta GA 30338-3091, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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