Overview

Headquarters
Cardiff, CA
Total Firm Assets
$121 million
Average High-Net-Worth Client Portfolio Size
$2.4 million

Fee Disclosure

Source: LIFE STRATEGIES, INC (2026-08-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.45%
$250,001 $500,000 1.20%
$500,001 $1,000,000 0.90%
$1,000,001 and above 0.65%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,125 1.11%
$5 million $37,125 0.74%
$10 million $69,625 0.70%
$50 million $329,625 0.66%
$100 million $654,625 0.65%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
53.00%
Number of High-Net-Worth Clients
27
Total Client Accounts
269
Discretionary Accounts
269

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
167732

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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