LIFE, INC. RETIREMENT SERVICES

RIASEC Registered

Total AUM

$91.6M

Discretionary

$18.7M

20% of AUM

Avg account

$381K

Accounts

240

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 173073
Website: lifeincrs.com
Custodians: STANCORP EQUITIES, INC., CHARLES SCHWAB & CO., INC., ALERUS FINANCIALQ, ADP BROKER-DEALER, INC., T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: Pension & Profit Sharing Plans79.54%
Individuals20.46%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Life, Inc. Retirement Services is an independent Registered Investment Adviser organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker, which shapes product access and distribution. The firm charges a mix of fees—percentage of assets under management, fixed fees and commissions—rather than relying on a single pricing model. Life, Inc. Retirement Services is not positioned as a capital allocator or an active ESG investor; its activity centers on managing client portfolios with an emphasis on pooled public funds and retirement-focused solutions.