Lifeworks Advisors, Llc
Grand Rapids, Michigan
Lifeworks Advisors, LLC is a well-established investment advisory firm based out of Grand Rapids, MI. With over 360 individual clients and a staggering $261,198,000 in assets under management, they have built a reputation for providing exceptional financial guidance and expertise. Operating out of 11 offices, Lifeworks Advisors, LLC offers a range of services, including accounting and financial planning, catering to the diverse needs of their clientele.
While Lifeworks Advisors, LLC has the capability to manage employer funds, 401K and individual accounts make up less than 30% of their assets under management. However, the firm s...
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Assets Under Mgmt
$261.2M
Investment Professionals
16
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Accountant or accounting firm
Articles
Articles
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