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Lifepro Asset Management

Headquartered in SAN DIEGO, CA

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Firm Information

Lifepro Asset Management is a financial advisor based in SAN DIEGO, CA. They provide a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $311 million in assets for individuals, high-net-worth individuals, and charitable organizations.

Lifepro Asset Management

11512 EL CAMINO REAL

SAN DIEGO, CA 92130

$311.33M

Assets Under Management

78

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (28)

LIFEPRO ASSET MANAGEMENT has a total of 28 branch locations across the country.

Advisors at Lifepro Asset Management

View All 41 Advisors

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Disclosures

There are no public disclosures for Lifepro Asset Management.

Frequently Asked Questions (7)

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