Lakeland Wealth Management (LWM) offers financial planning and investment management services. LWM manages investment portfolios based on individual client goals and risk tolerance. Financial planning services include reviews of wills, estate plans, investments, taxes, and insurance. LWM also holds educational seminars and workshops. Sreeni Meka is the Managing Member and 100% owner.
Assets Under Management$36M
Clients84
Advisors1
Avg. per Client$430K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Annual fee may be negotiable for accounts over $10,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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