Lifegoal Investments, LLC

RIASEC Registered

Total AUM

$558M

Discretionary

$553M

99% of AUM

Avg account

$578K

Accounts

965

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 327833
Registered since: August 29, 2024
Website: lifegoalwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI83.51%
Individuals8.96%
Corporations / Businesses5.38%
Pension & Profit Sharing Plans1.25%
Charitable Organizations0.9%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lifegoal Investments, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm operates as a capital allocator for both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee approach combines an asset-based (percentage of AUM) model with hourly billing for some services. Lifegoal does not position itself as an ESG investor and does not list pension consulting among its core offerings.