Lifepoint Financial Design
Lifepoint Financial Design (CRD# 321153) is a financial advisory firm headquartered in , . They manage $16,818,828 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lifepoint Financial Design
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$258,751
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, UT
Financial Advisors at Lifepoint Financial Design
1
Michael Metzger (CRD# 5984328) is an Investment Advisor Representative working at Lifepoint Financial Design in Salt Lake City, UT and has over 12 years of experience in the finance industry.
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