Andrew Mickley is a registered investment advisor at Lakeside Planning, based in Macungie, PA, with 5 years of industry experience. Andrew 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, Insurance Planning, and 3 more. Their firm serves 10 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
This is for Standalone Investment Management using Betterment as a Third-Party Manager. Betterment's fee of 0.15% is in addition to Lakeside Planning's fee. Investment management is also included with Ongoing Comprehensive Financial Planning, which is billed as 0.50% of total household net worth with a $4,000 minimum.
Fee Estimator
Location
Macungie, PA
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 Activities
Andrew is employed as the Head of Client Success at Soostone. This activity takes up most of his time.
Employment History
Current Registrations
Lakeside Planning
State Registrations2 states
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.