Lakeland Investor Services offers wealth advisory services, including financial planning and investment management. They create financial plans and investment portfolios based on each client's goals, risk tolerance, and financial needs. They also offer one-time investment consultations and financial planning services covering retirement, estate, and education planning.
Assets Under Management$19M
Clients70
Advisors1
Avg. per Client$270K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Lakeland Investor Services offers wealth advisory services where you pay a percentage of your investment account each quarter. The exact percentage depends on the amount of your investments and the complexity of your situation. These fees are negotiable.
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