LK Wealth Management, based in Duluth, Georgia, offers personalized investment advice and financial planning services. They work with individuals, pension plans, trusts, and businesses. Their services include creating investment strategies based on your goals and risk tolerance, and developing financial plans to help you achieve your financial objectives. You are not obligated to act on their recommendations.
Assets Under Management$18M
Clients45
Advisors1
Avg. per Client$400K
Avg. per Advisor$18M
Fee Structure
LK Wealth Management's fee for managing your investments is negotiable and ranges from 0.80% to 2.0% per year, based on the value of your account. The fee is billed quarterly in advance. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
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