Lifelaidout LLC
Firm details
- Headquarters
- ,
- CRD number
- 332992
- Website
- www.lifelaidout.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lifelaidout LLC is an independent, Virginia-registered limited liability company that advises individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its owner structure is individual-owned and it charges fees on a percentage-of-AUM basis alongside hourly and fixed-fee engagements. Lifelaidout is not positioned as a capital allocator or pension consultant and does not identify as an ESG investor or a multi-state adviser in its reported profile.
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities29%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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