The Life Wealth Group's Form ADV discloses 1.15% on the first $1 million, 1.00% on the next $2 million, 0.90% on the next $2 million, 0.75% on the next $5 million, 0.65% on the next $15 million, and negotiable rates above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #332978), The Life Wealth Group is subject to fiduciary duty under federal law.
The Life Wealth Group is headquartered in WINTER GARDEN, FL.
The Life Wealth Group serves 104 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, The Life Wealth Group offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
The Life Wealth Group manages $491 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, The Life Wealth Group serves high-net-worth individuals. View client details ↓