Three Lakes Advisors manages investments for individuals, small businesses, and charities. They tailor their advice to each client's financial situation, goals, and risk tolerance. Three Lakes reviews client accounts regularly and meets with clients annually to discuss their financial situation and needs.
Assets Under Management$20M
Clients9
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are flexible and negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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