Lifesteps Financial's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $250,000, 1.00% on the next $250,000, 0.80% on the next $1.5 million, 0.70% on the next $2.5 million, 0.60% on the next $2.5 million, 0.50% on the next $2.5 million, 0.45% on the next $5 million, and negotiable rates above $15 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #153852), Lifesteps Financial is subject to fiduciary duty under federal law.
Lifesteps Financial is headquartered in CLAREMONT, CA.
Lifesteps Financial serves 97 high-net-worth clients according to their SEC filing dated September 11, 2026. View client details ↓
According to their SEC Form ADV, Lifesteps Financial offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Lifesteps Financial manages $443 million in client assets according to their SEC filing dated September 11, 2026.
According to their SEC Form ADV, Lifesteps Financial serves high-net-worth individuals and institutional clients. View client details ↓