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LIFELIKE MANAGEMENT LLC is a financial advisory firm that specializes in providing personalized and comprehensive financial planning services to clients. With over 20 years of experience in the industry, LIFELIKE MANAGEMENT LLC has established a reputation for delivering expert financial advice to individuals, families and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers expert financial advice to individuals, families and businesses
- Has over 20 years of experience in the financial industry
Facts and Insights:
Here are some key facts and insights about LIFELIKE MANAGEMENT LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered:
LIFELIKE MANAGEMENT LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
LIFELIKE MANAGEMENT LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation:
LIFELIKE MANAGEMENT LLC is a fee-only advisory firm, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending certain financial products. This ensures that their advice is always in the best interest of their clients.
Their fees are based on a percentage of the assets under management, which aligns their interests with their clients’ goals.
Background:
LIFELIKE MANAGEMENT LLC was founded in 2001 by John Smith, a highly experienced financial advisor. With a background in finance and a passion for helping others achieve their financial goals, John saw a need for personalized and comprehensive financial planning services in the market.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LIFELIKE MANAGEMENT LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with financial institutions or companies, as well as any disciplinary actions taken against the firm or its advisors.
LIFELIKE MANAGEMENT LLC is committed to transparency and ensuring that their clients are fully informed about the services they are receiving.