Lakeland Investment Advisors provides investment advice to clients based on their individual needs and goals. They gather information about clients' goals, investment experience, and risk tolerance to formulate an investment plan. Lakeland primarily manages accounts with the authority to make trades without asking first, but can also accommodate accounts where they need to get permission before making any trades. They monitor and rebalance portfolios based on market conditions and client needs.
Assets Under Management$20M
Clients87
Advisors1
Avg. per Client$230K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fixed income portfolios (CD’s, Bonds only): Custom quote based on complexity of portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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