Lifepro Asset Management

LifePro Asset Management, LLC is a registered investment adviser established in 2016, offering a range of investment advisory services through independent Investment Adviser Representatives. The firm operates as a fiduciary, acting in the best interests of clients. Services include Portfolio Management, Tactical Strategies, Risk Based Models, and Financial Planning. The firm's investment strategies encompass various methods of analysis such as Charting, Fundamental, and Technical Analysis. LPAM charges fees based on a tiered schedule for Portfolio Management and Tactical Strategies, and a fixed rate for Financial Planning. The firm may receive economic benefits from custodian Charles Schwab & Co., Inc., which provides support services. LPAM exercises discretionary authority over client accounts, managing investments without client consultation. The firm does not accept performance-based fees, and clients are encouraged to review account statements and reports regularly. LPAM does not have custody of client funds, except for limited purposes such as fee deduction. The firm does not vote on client securities and has no financial condition likely to impair its ability to meet commitments. LPAM's Code of Ethics ensures compliance with regulatory obligations and full disclosure of conflicts of interest.