Lifeway Financial Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifeway Financial Corporation advises individual and high‑net‑worth clients, providing personalized financial planning, discretionary investment management and hourly consultations. The firm manages about $339 million across roughly 168 client relationships and generally charges percentage‑of‑AUM advisory fees, which is common for firms in this category.
Lifeway develops individualized Investment Policy Statements and emphasizes asset allocation and diversification to balance risk and return, with account reviews at least monthly and written quarterly reporting. Investment options the firm may use include public equities, municipal and corporate debt, certificates of deposit, as well as private placements, distressed securities and other unlisted or illiquid investments, all evaluated within the context of the overall portfolio.
Noteworthy features relative to peers include operating with a small advisory team for a relatively large AUM and routinely including private placements and other illiquid investments in its portfolios — the firm explicitly includes valuations of private placements in the fee base. Lifeway recommends custodians (Charles Schwab and Interactive Brokers) and discloses that custodial services and ancillary products provided to the firm may create potential conflicts of interest; the firm also does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
Initial financial plan charged as a flat fee based on estimated hours at $300/hour.
$0 - $2,500,000: 0.80% $2,500,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$300 per hour for consultation and financial planning services.
Ongoing financial planning service annual fee payable quarterly in advance at 1/4 of annual fee.
Fee-only: Financial planning fees charged as flat fee based on $300/hour rate; Consultation fees $300/hour; Ongoing financial planning annual fee based on estimated hourly fee payable quarterly in advance.
Main office
One Legacy Town Center, 7160 Dallas Parkway, Suite 520
Plano TX 75024
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Trey T
CFA®, Series 65
Plano, TX
Lifeway Financial Corporation
Trey Touchstone is a CFA® charterholder with 16 years of experience in financial advising. He has been with Lifeway Financial Corporation since 2010. Lifeway Financial Corporation serves individual and high-net-worth clients with personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million for about 168 client relationships, emphasizing asset allocation, diversification, and the inclusion of private placements and other illiquid investments within its portfolios.
Gerrond M
CFP®, Series 65
Plano, TX
Lifeway Financial Corporation
Gerrond Mckee is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Lifeway Financial Corporation since 2009. Lifeway Financial Corporation advises individual and high-net-worth clients by providing personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and including private placements and other illiquid investments in its portfolios.
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