Life By Design Investment Advisory Services
Life By Design Investment Advisory Services (CRD# 301816) is a financial advisory firm headquartered in Dana Point, CA. They manage $34,674,641 in 109 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Life By Design Investment Advisory Services
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$318,116
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Life By Design Investment Advisory Services
1
Monique Marshall (CRD# 2582410) is an Investment Advisor Representative working at Life By Design Investment Advisory Services in Dana Point, CA and has over 29 years of experience in the finance industry.
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