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Client Login
For Advisors
Planning
Why We Plan
Planning Overview
Retirement Planning
Business Planning
Financial Planning
401(k) Plans for Businesses
Investing
Asset Management & Investing
About Us
Teamwork
How We’re Paid
Our Technology
Market Updates & Blog
Lifeworks in the News
Connect with Us
Connect with Us
Careers
Client Login
For Advisors
How We're Paid
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
Asset Management
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.