Long Lake Capital Management (LLCM Wealth) is a value-oriented investment advisor that manages separate accounts. LLCM invests in publicly traded stocks and bonds, taking both long and short positions. LLCM's investment strategy is driven by in-depth fundamental research, focusing on companies with strong cash flow and attractive returns on capital. LLCM tailors its services to meet the individual needs of each client and will accept restrictions on investing in certain securities.
Assets Under Management$43M
Clients41
Advisors1
Avg. per Client$1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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