Curtis Lachappelle is a CFA-designated registered investment advisor at Vera Lake Capital, LLC, based in Edina, MN, with 7 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $180M 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 | 1.00% |
Wealth management fees range up to 1.00% annually based on services, complexity, and assets. Fees may be negotiable.
Fee Estimator
Location
4951 W. 77th St. Ste. 51, Edina, MN, 55435
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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 →Employment History
Current Registrations
Vera Lake Capital, LLC
Previous Registrations
Locorr Distributors, LLCBroker
Sanford C. Bernstein & CO., LLCBroker
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.
Exams
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