Grand Rapids, MI Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lifepoint Planning
Supported
Firm-wide stats for Lifepoint Planning
About
LifePoint Planning manages approximately $168.5 million for about 110 clients with three advisors, serving individuals (including high‑net‑worth clients) as well as employer retirement plan sponsors. The firm offers discretionary portfolio management alongside comprehensive financial planning, retirement‑plan consulting, and business‑planning services, with investment management and planning commonly bundled.
Investment decisions are guided by client‑specific investment policy statements and an emphasis on asset allocation using Modern Portfolio Theory and fundamental analysis, applying both strategic and tactical allocations. The firm uses third‑party managers and platform providers (including Betterment and Altruist), and employs a mix of passive index exposures and active quantitative/tactical strategies — in some accounts incorporating limited options strategies — while allowing clients to impose investment restrictions.
A notable feature disclosed in the brochure is that certain supervised persons are also licensed insurance professionals who may recommend and sell insurance products and receive customary commissions, a practice the firm identifies as a potential conflict of interest. The firm also offers alternative engagement structures (including flat‑fee and hourly planning options), provides retirement‑plan consulting, and suggests a $2 million household net worth for prospective clients while not requiring a formal account minimum.
Based on Lifepoint Planning
Expertise
Based on Lifepoint Planning
Location
Grand Rapids MI
Advisors at this office
1
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