Lanark Financial provides investment management, financial planning, and advisory services through several different programs, including proprietary options and platforms sponsored by third parties like RBC Capital Markets and Envestnet. Clients can choose from various investment strategies, including accounts managed directly by selected professional investment managers, model portfolios, or accounts managed with the assistance of a Lanark financial advisor. The firm helps clients review their overall financial picture, evaluate risk tolerance, and build investment allocations suited to their goals. Lanark operates as both a registered investment advisor and a registered broker-dealer, offering services to individuals, retirement plans, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.