Lifestyle Asset Management, Inc.

Lifestyle Asset Management, Inc. is a registered investment adviser based in Friendswood, Texas, providing personalized investment advisory services since 2011. The firm offers portfolio management, pension consulting, sub-advisory, and financial planning services. Clients have the option for discretionary or non-discretionary portfolio management, with a focus on tailored investment strategies based on individual needs and objectives. The firm offers various portfolio lineups, including individual equity separate accounts, custom total return portfolios, and fund allocation portfolios, each with specific investment objectives and risk levels. For portfolio management services, fees are based on a percentage of assets under management, with a tiered fee schedule ranging from 0.75% to 1.75%. Pension consulting services are also available, with fees based on a percentage of assets under management, ranging from 0.15% to 0.50%. Lifestyle Asset Management does not accept performance-based fees or engage in side-by-side management. The firm recommends the brokerage and custodial services of Charles Schwab Advisor Services, providing access to institutional trading and custody services. Lifestyle Asset Management does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm compensates non-employee consultants for client referrals, with referral fees contingent upon entering into an advisory agreement. Lifestyle Asset Management prioritizes client privacy and maintains policies to protect personal information. In the event of trade errors, corrective actions are taken to restore client accounts. The firm does not initiate or participate in class action lawsuits on behalf of clients.