Lake Road Advisors (LRA) offers investment advisory services using third-party money managers. LRA helps clients select an appropriate investment strategy, interacts with the money managers, and reviews their performance. LRA also provides comprehensive financial planning, working with clients to establish financial goals and create a roadmap to achieve them. The firm also offers pension consulting services to plan sponsors of 401(k) plans.
Assets Under Management$99M
Clients137
Advisors2
Avg. per Client$720K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. The above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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