Lyke Financial provides investment management services where they determine your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. They also offer services to retirement plans, acting as an advisor to help plan sponsors with their investment decisions. Lyke Financial also works as a co-advisor with Matson Money, helping clients with paperwork and reviewing statements.
Assets Under Management$94M
Clients137
Advisors1
Avg. per Client$690K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable. For clients placed on the MPM platform, Lyke Financial charges an annual investment advisory fee based on the total assets under management of .40% for all assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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