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Pricing Free 0.75% of assets managed
(discounted to 0.60% with Consult/Plan)
$700 one-time fee $1500 up front and $125 monthly
Resources        
Newsletter
Organizer
Workshop
Spending
Investments
Education Center
Risk Tolerance Assessment 12 questions 12 questions 25 questions
Investing        
Globally Diversified
Automated Rebalancing
Low-Cost ETFs
Tax Lost Harvesting
Elegant User Interface
Powerful Security
Planning        
Budgeting/Cash Flow Pick 2 Topics
Student Loan/Debt Pick 2 Topics
Life Goal Planning Pick 2 Topics
Employee Benefits Review Pick 2 Topics
Insurance Needs Analysis Pick 2 Topics
Other Pick 2 Topics
Access        
Financial Advisor Lifewise Lifewise Lifewise Advisor
Meeting Frequency Annual Limited Unlimited
Phone/Email Access Unlimited Limited Unlimited
Preferred Providers
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Lifewise

3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431


952-563-6901

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