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.

Family Strategic Planning System®


Monthly subscription fee

Essentials | $100/mo

Family | $300/mo

Entrepreneur | $600/mo

Family Office | Custom

+

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.