Life Strategies, Inc.
4250 EXECUTIVE SQUARE, La Jolla, California 92037
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
Annual fee of 1.45% on the first $250,000 and 1.20% on the second $250,000. The average overall account fee; would be 1.325% in this example.
Source: Form ADV Part 2 BrochureCompensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.