LIFEPOINT PLANNING - Financial Advisor in Illinois, Schaumburg

Tel: 844-505-3618 1821 Walden Office Square Suite 400 Schaumburg, Illinois 60173

About LIFEPOINT PLANNING

LIFEPOINT PLANNING is a Schaumburg, Illinois based financial advisory firm with nearly $118,882,866 in assets under management and provides investment advisory services for 357 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

296911

Firm SEC#:

801-131948

Assets Under Management:

$118,882,866

No. of Clients:

357

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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