LIFEPLAN GROUP - Financial Advisor in North Carolina, Raleigh

Tel: 919-858-6119 7201 Creedmoor Rd. Suite 147 Raleigh, North Carolina 27613

About LIFEPLAN GROUP

LIFEPLAN GROUP is a Raleigh, North Carolina based financial advisory firm with nearly $183,998,415 in assets under management and provides investment advisory services for 796 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

144157

Firm SEC#:

801-122570

Assets Under Management:

$183,998,415

No. of Clients:

796

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops, Other (SELECTION OF MGRS THROUGH CO-ADVISOR)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR/SOLICITOR % OF ASSETS)

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