Lakes Wealth Advisory (LWA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, and businesses. LWA creates customized investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, ETFs, individual stocks, and bonds. LWA also provides financial planning services, including investment planning, retirement planning, and education savings.
Fee Structure
Lakes Wealth Advisory's investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees range from 0.25% to 1.50% per year, depending on the size and complexity of your account. Fees may be negotiable. The fees do not include brokerage fees or other transaction costs.
