Lake Jericho is a fee-only registered investment advisor offering investment management and financial planning services to individuals, families, and businesses. Lake Jericho provides education, analysis, and coaching to support client financial planning needs. They focus on understanding each client's unique needs and developing strategies to help them achieve their goals.
Assets Under Management$30M
Clients73
Advisors1
Avg. per Client$410K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25M. Subject to annual minimum fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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