Fee Based Planning

We believe in a transparent and simple fee structure: no account fees, no trading fees, and no commissions. Just a simple, flat fee for every account, regardless of the size.

“Do you know how much you are paying your financial advisor and what they are being paid to do?”

When we ask that question as part of our wealth planning assessment process, the common answer we hear is, “no.” And that doesn’t surprise us. The financial industry can be confusing, by design. Different fees, costs, charges, and commissions make it hard for most clients to clearly see what they are paying for their investments.

At Lifeworks, we believe that our clients should always know what they are paying us and what they are paying us for. We built our firm and fee structure to be simple and transparent. No hidden fees, no miscellaneous charges, no account fees, no trading fees, no commissions. Just a simple, fixed fee for all of your accounts.