Brian Lakkides
Brian Lakkides is a registered investment advisor at Financial Freedom House, based in Waterford, MI, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 525 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.40% |
This account fee schedule does not include internal mutual fund/ETF expenses, platform/recordkeeping fees, or any fees charged by the account custodian, or other service providers. Cygnet reserves the right to negotiate lower fees with clients.
Fee Estimator
Location
6515 Highland Rd, Suite 240, Waterford, MI, 48327-1668
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the president and shareholder of Fiduciary Firewall Consulting, Inc. and Corporate Plan Administrators, Inc., spending about a quarter of his time on each. He is also an insurance agent with Cygnet Financial Planning, Inc. and a soccer referee.
Employment History
Current Registrations
Financial Freedom House
Previous Registrations
Triad Advisors, INC.Broker
Equity Services, INC.Broker
New England SecuritiesBroker
Aig Equity Sales CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.