Lakekat Advisory acts as a solicitor, connecting clients with independent registered investment advisors. Lakekat helps clients determine which advisor is best based on their needs, account size, and risk tolerance. Lakekat meets with clients regularly to review their accounts and suggest changes, but the client makes the final decision. Lakekat receives a referral fee from the independent advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lakekat Advisory does not directly manage investments. Instead, Lakekat refers clients to registered investment advisors and receives a portion of the advisory fee paid by the client. The client pays the same advisory fee regardless of the referral. Lakekat may provide input on investment decisions, but does not charge a fee for this service.
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