Michael Lakes is a registered investment advisor at Koinonia Financial, based in The Woodlands, TX. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
321 clients
Average Client Portfolio
$316K average
Assets Under Management
$101.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.59% |
Maximum annual fee is 1.59% of assets under management. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9400 Grogans Mill Rd, Ste 305, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
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Criminal
March 2021Final Disposition
Employment History
Current Registrations
Koinonia Financial
August 2026 - Present · 2 mos
LPL Financial LLCBroker
April 2026 - Present · 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.
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