Your wealth management should be handled by the experts.

Investment Advisory Fees

Get Your Comprehensive Financial Plan Today

Investment Advisory  Fees 

Most people do not have a lot of knowledge on investment management and the different types that exist, but still want the opportunity to invest in their future. This is why more and more people are choosing to hire an expert to help them navigate the investing world. If you are one of these people, we got you covered.

  • Starter
    $500/ month
    • Financial Situation Assessment
    • Investment Plan Development
    • Ongoing Support
  • Standard
    Best Seller
    $750/ month
    • Financial Situation Assessment
    • Investment Plan Development
    • Ongoing Support
  • Pro
    $1000/ month
    • Financial Situation Assessment
    • Investment Plan Development
    • Ongoing Support

 How Do Investment Advisors Help You 
& Why Work With One?

Getting financial advisory services is crucial when it comes to the fees. You should always know what is considered high or low in accordance with your required assistance. Some of the fees you would come across with are the following:

  • Investment advisor fees
  • Money management fees
  • Wealth management fees
  • Fund management fees
  • Asset management fees
  • Financial management fees
  • Financial advisor’s fees
  • Managed account fees
  • Portfolio management fees
  • Certified Financial Planner fees
  • Investment management fees

Most, if not all investors should be well aware of the benefits of getting financial advice in managing and investing their money. This is especially true if you fall under investors with a high net worth. A person’s overall financial future depends on how well you manage your wealth. An investment advisor can provide expert guidance and align you to the direction that you should take.

At LYFE Accounting, we understand the difficulties of investors who face tough financial challenges, hence we want to offer a flat fee as much as possible.

Investment Advisory Fees And Management Fees

LYFE Accounting boasts some of the top certified financial planners. They have the requisite knowledge and skills to provide much needed investment insights. We are also consistent with our annual fees and do not put any hidden charges or added charges.

How Much Is Our Investment Advisory Service?

Our financial advice services are valued between 0.089% – 2% of assets under management. This fee range varies based on the value of assets we manage for you and how our financial planner would see your asset management.

We don’t charge our clients hourly because we believe in value adding and work-based pricing. Our investment advisory service also includes wealth management and we don’t overcharge our financial advisor cost.

Our investment advice services include a consultation with our registered investment advisors to gain an understanding of your goals and the current situation of your personal finances.

investment advisory fees

Fixed Pricing

LYFE Accounting is dedicated to giving the best services that most individuals and businesses can avail. This is why our financial advisor fees are fixed.

Referral Program

We proudly serve our clients and deliver the highest quality work. For this reason, our clients frequently refer us to new clients. To show our appreciation, we offer our investment advice services referral program. Current clients have the opportunity to get paid for every new client they refer to us! Contact us for more details!

IRA Management Fees

According to the IRS, “Investment fees, custodial fees, trust administration fees, and other expenses you’ve paid for managing your investments that produce taxable income are miscellaneous itemized deductions and are no longer deductible.”

This means that currently, IRA management fees are not deductible. So aside from helping you create a sound investment plan, LYFE Accounting can also help you find other ways to save on your taxes and find every possible tax deduction for you!

Fixed Pricing

LYFE Accounting is dedicated to giving the best services that most individuals and businesses can avail. This is why our financial advisor fees are fixed.

Referral Program

We proudly serve our clients and deliver the highest quality work. For this reason, our clients frequently refer us to new clients. To show our appreciation, we offer our investment advice services referral program. Current clients have the opportunity to get paid for every new client they refer to us! Contact us for more details!

IRA Management Fees

According to the IRS, “Investment fees, custodial fees, trust administration fees, and other expenses you’ve paid for managing your investments that produce taxable income are miscellaneous itemized deductions and are no longer deductible.”

This means that currently, IRA management fees are not deductible. So aside from helping you create a sound investment plan, LYFE Accounting can also help you find other ways to save on your taxes and find every possible tax deduction for you!

How Do Financial Advisors Differ From an Investment Advisor?

According to the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC), an investment advisor is different from a financial advisor.

The term financial advisor is a general term which refers to financial professionals who take a bigger-picture view of your money. Financial advisors can give you advice on everything starting from savings, to taxes, to insurance, to retirement.

On the other hand, according to the SEC, “An investment advisor is an individual or a firm that is in the business of giving advice about securities to clients.” They can help you select and manage bonds, stocks, and other securities that make up your investment portfolio.

investment advisory fees

investment advisory fees

How Can an Investment Advisor Help You?

Investment advisors give advice on securities and other types of investments to clients. These securities include stocks, bonds, mutual funds, retirement accounts, ETFs and more.

In addition to giving advice, investment advisors are also responsible for portfolio management and rebalancing of these portfolios, depending on goals and market conditions.

An investment advisor makes recommendations based on the goals and investing style of the investor (you).

Investment advisors also perform different types of analysis to justify a particular recommendation.

How Can an Investment Advisor Help You?

Investment advisors give advice on securities and other types of investments to clients. These securities include stocks, bonds, mutual funds, retirement accounts, ETFs and more.

In addition to giving advice, investment advisors are also responsible for portfolio management and rebalancing of these portfolios, depending on goals and market conditions.

An investment advisor makes recommendations based on the goals and investing style of the investor (you).

Investment advisors also perform different types of analysis to justify a particular recommendation.

investment advisory fees

Value of Our Investment Advisory Services

The investment expenses are one of the many reasons why investors are struggling to get going, so higher fees on investment guidance will not help. You might question the cost of hiring an investment advisor considering it requires you to spend money in order to make more money.

However, it is important to understand that hiring an investment advisor is an investment in itself. To succeed and reach your goals, you need the best financial advice and a comprehensive financial plan. Because with a great investment strategy, the possibilities of your financial future are endless.

An investment advisor helps you understand the possible risks and returns of a given investment. What you may see in the news and other outlets may not provide you with the full story of an investment. Instead, an investment advisor can provide you with more insight.

 Benefits  of Investment Advisory Services

Invest in Your Goals

The purpose of an investment advisor is to help you reach your investment goals by developing an investment portfolio. Most people don’t understand how investing works, let alone the options that are out there. With the enlisted help of an investment advisor like us, you can depend on our expertise. An investment advisor can help with your retirement and investing goals. Most people don’t know when to buy or sell in the stock market. While an investment advisor can not predict the market, they can help you with developing a plan and sticking to it.

Have Peace of Mind

While getting robo-advisors seem to be trending nowadays, using it may not be very ideal if you are the type of investor who wants accurate advice from a professional. Hiring an investment advisor provides you with peace of mind that your investment plans are well-thought out and suitable for you. This is because they have expertise in financial and investment products, they can recommend a plan tailored to you. Even if they don’t know every detail of a particular investment, they are capable of conducting meaningful research, know what to look for, and how it can impact your financial future.

Saves You Time

Having an investment advisor saves you time. Most people simply don’t have the time to learn, research, and plan for their financial future. This is especially true for those people who are busy saving money for their present needs. Even if they have the capacity to invest, they don’t and can’t find the time to do so. Ironically, doing these things can be the difference between having financial freedom or not. An investment advisor can and will spend the time learning your financial situation and developing a plan to reach your goals.

Our Investment Advisory Fees Start at $500/Month

We don’t have complicated fee structures and fee schedules.

Making plans for the future is not a simple matter. Especially when it involves finances and investments. It can mean the difference between having a secure future and not having a stable financial standing. In other words, your future and that of your small business might be on the line. LYFE Accounting understands this. Hence, we don’t want to overwhelm you with complicated fee structures.

Our Investment Advisor Services
Help You Make and Plan for the Best Investments

LYFE Accounting understands the need to make smart investment decisions. It helps address needs for the present as well as for the future. To be successful, the best available investment advice should be followed.

tax preparation fees

Individuals and small business owners can benefit from the best investment advisory services. You can only get that kind of advice from the experts. Our accounting firm has experts in financial and investment services. They are skilled and experienced to provide you with the guidance that you need when making investments and even when you need guidance in your tax planning.

You would be given the proper insights that are relevant to what you want to achieve. In turn, you would be able to secure your financial future for yourself and for your business through your successful investment accounts.

 What To Expect  When You Choose LYFE Accounting’s
Investment Advisory Fees Packages?

We help your goals become a reality. Expect a knowledgeable investment advisor who will work hard ensuring they have prepared the absolute best investment plan for you. Our goal is to help you reach financial freedom sooner rather than later and help you plan for every important milestone in your life.

 01 

Once we assign you an investment advisor, he will assess your current financial situation by examining all of your assets, liabilities, taxes, etc.

 02 

Once we know what you are working with, we can help you identify goals that are meaningful and realistic.

 03 

We will then work to develop an investment plan based on these goals and advise on what type of investments are best for you.

 04 

We will go over the plan with you and make updates accordingly.

 05 

Once your plan is finalized, your investment advisor will follow up with you and give you ongoing support.

These are some of the things that our investment advisory fees will help you to better understand:

Revenue

Is your revenue enough to cover your investments? Will it be able to sustain it once we help you get started with them? And will it help you reach your goals?

Benefits

What are the possible benefits from your investment options once they get going? Do you have a sound benefit plan that will cover this?

Investment Options

Look at all the investment options that are open to you. Which of those options fit your goals and your financial situation the best? You need to know the answers to these questions so you will have the opportunity to grow your money. We will help you in every step of the way.

Expenses

We will help you look at how and where you are spending your money. Do we think it is the best use you could have for your money? How can we help you in terms of improving the way you spend your money?

Retirement Considerations

Retirement considerations should also come into play when talking about financials and investments. Will you have enough funds when the time for your retirement comes? It should be part of your consideration even after your small business becomes successful.

 Choose LYFE Accounting  For Your Investment Advisory Solutions

With the many options you have, it’s vital to choose the best financial advisory firm. You should take note of all the fees and consider any add-on fees and ensure that the services included are the best fit for your needs and fits your budget as well.

LYFE Accounting is your trusted investment advisor. We are experts in investment related matters whether it’s for index funds, tax management and other investment-related manners, we are equipped to serve all of your investing needs at a very low retainer fee or aum fee. We have the most efficient process to make your time with us hassle free. And we never compromise on data security and you can be assured that your information is safe with us.

All our investment advisory fees deliver the best customer service and are responsive to all of your questions and concerns. Find out why hundreds of individuals and businesses love to work with us!

Schedule A Call With An Expert Or Talk To An Expert Right Now!
470-240-1437

CLIENT TESTIMONIAL

“My husband and I were so thankful to find LYFE Accounting and Krystal! This was our first year filing taxes for our business and they made everything so easy, fast and secure for us. We appreciate their knowledge and fast responses that enabled us to get a great return and really early! Thank you- we highly recommend!”

– A. Horgan