Paul Sydlansky is a CFP-designated registered investment advisor at Lake Road Advisors, LLC, based in Corning, NY, with 5 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 137 clients with $99M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. The above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Contact
Paul Sydlansky
Location
5 East Market Street, Suite 229, Corning, NY, 14830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lake Road Advisors, LLC
State Registrations2 states
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Exams