Advising for Life, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336634
- Website
- advisingforlife.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.77%
- Individuals44.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Advising For Life, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects external advisers on clients’ behalf. Its fee structure includes asset-based fees, hourly charges, and fixed fees. The firm acts as a capital allocator, placing client capital with third-party managers when appropriate. Advising For Life does not identify as an active ESG investor and lists an industry affiliation with accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Dominic Dougherty
OwnerCRD 6897770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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