Sreenivas Meka is a CFA, CFP-designated registered investment advisor at Lakeland Wealth Management LLC, based in Dallas, TX, with 11 years of industry experience. Sreenivas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 84 clients with $36M 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Annual fee may be negotiable for accounts over $10,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
5050 Quorum Drive, Suite 700, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sreenivas is an adjunct professor at the University of Memphis, dedicating minimal time. He is also a passive investor in Magvolia LLC, a holder of real estate assets, also dedicating minimal time.
Employment History
Current Registrations
Lakeland Wealth Management LLC
State Registrations2 states
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