A fair and transparent fee.


We believe in a simplified and transparent fee structure: No commissions. No hidden fees. No trading fees or account fees.

“Nearly half of discretionary wealth management clients are dissatisfied with the fees they pay and do not trust that they are being charged fairly.”
Ernst & Young Global Wealth Management Report 2019

Family Strategic Planning System®


Monthly subscription fee

  • Essentials | $100/mo
  • Family | $300/mo
  • Entrepreneur | $600/mo
  • Family Office | Custom

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Asset Management


0.80% fee annually on what you invest

  • No minimum account size
  • No commissions
  • No trading fees
  • No account fees

At Lifeworks, we believe that our clients should always know how much they are paying us and what they are paying us for. We believe in a simplified and transparent fee structure: no account fees, no trading fees, and no commissions.