Lifeway Financial Corporation

Lifeway Financial Corporation, a registered investment advisor founded in October 1999 and based in Plano, Texas, offers personalized financial planning and investment management services. The firm's services include financial planning with elements such as financial goals, tax reports, and investment strategy, as well as investment management across various asset classes. Clients can impose reasonable restrictions on account management, and the firm had $338,870,998 in assets under management as of 12/31/2024. Lifeway charges a flat fee for initial financial plans and an annual fee for ongoing planning services. Investment management fees are based on a percentage of assets under management, typically 1.00% or less annually. The firm does not charge performance-based fees and provides services to individuals and high net worth individuals. Lifeway's investment strategy focuses on asset allocation and diversification to balance risk and return based on client goals. The firm does not vote on client securities and does not accept proxy voting authority. Clients have investment discretion, allowing the firm to manage accounts without prior client consultation. The firm does not have any financial commitments that could impair its ability to meet fiduciary obligations. For more information, visit www.lifewayfinancial.com or contact 972-378-3677.