Fresh Lake Wealth Management (FLWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. FLWM creates an Investment Policy Statement for each client to guide investment decisions. FLWM generally invests in mutual funds, equities, bonds, ETFs, and other securities. Clients can place restrictions on investments, but FLWM may terminate the relationship if those restrictions hinder their ability to manage the account.
Assets Under Management$860K
Clients6
Advisors1
Avg. per Client$140K
Avg. per Advisor$860K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.5M | 1.75% |
| $1.5M - $3.0M | 1.50% |
| $3.0M - $4.5M | 1.25% |
| $4.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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