Life Line Wealth Management LLC
Life Line Wealth Management LLC, established in April 2014, is an investment advisor specializing in discretionary investment management services primarily using passively managed ETFs. The firm offers financial planning services upon request to clients with investable assets of at least $250,000. Clients pay an annual fee of 1.0% of assets under management, with potential negotiation based on client needs. The firm acts as a fiduciary and does not charge performance-based fees. Clients include individuals, high net worth individuals, trusts, and small business entities. Life Line Wealth Management has $476,175,821 in assets under management as of December 31, 2024. The firm's investment strategy focuses on long-term, diversified portfolios based on Modern Portfolio Theory. Clients have the option to impose reasonable restrictions on their accounts. The firm does not vote proxies on behalf of clients and does not engage in soft dollar agreements. Life Line Wealth Management does not compensate for client referrals and is a fee-only advisor. The firm has custody over client funds due to its affiliation with Life Line Financial Group and follows strict procedures to protect client assets. Clients have the option to participate in class-action lawsuits independently. Life Line Wealth Management does not have financial conditions that may impair its ability to meet client commitments.
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