Lake Park Advisors offers investment management and financial planning services. For investment management, they determine your goals, time horizon, and risk tolerance to create a suitable investment strategy. Financial planning covers wills, estate plans, investments, taxes, and insurance. Other professionals like lawyers and accountants may be engaged directly by the client.
Assets Under Management$22M
Clients86
Advisors2
Avg. per Client$250K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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