Lifelaidout LLC

RIASEC Registered
Total AUM
$28.6M
Discretionary
$28.6M
100% of AUM
Avg account
$697K
Accounts
41
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 29%, Cash & Cash Equivalents 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Roger Ma

    Roger Ma

    OwnerCRD 5013512

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth