Lakewood Asset Management specializes in investment advisory services for high net worth individuals. Lakewood manages advisory accounts on either a discretionary or non-discretionary basis, allocating client assets among various mutual funds, exchange-traded funds, equities, bonds and other securities. Lakewood develops customized investment plans based on client's objectives, time horizons, risk tolerance and liquidity needs. The firm does not place client assets into a wrap fee program.
Assets Under Management$220M
Clients152
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50% or may negotiate a lower advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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