Lifelaidout LLC
Firm details
- Headquarters
- ,
- CRD number
- 332992
- 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 registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, combining financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation arrangements include a percentage-of-assets fee schedule alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. The business model is small-scale and client-focused rather than institutional.
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%
Contacts
1 of 1
Roger Ma
OwnerCRD 5013512
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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