Locke Advisory Services offers wealth management, personal financial planning, and tax services. As a fee-only advisor, Locke Advisory Services does not receive commissions or sales-related compensation. The firm manages investment portfolios, develops financial plans, and provides tax planning and preparation services. Locke Advisory Services works with clients to determine their investment objectives, time horizons, and risk tolerance.
Assets Under Management$52M
Clients69
Advisors1
Avg. per Client$760K
Avg. per Advisor$52M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Investment advisory clients who are age 70 or older, receive a 10% discount off all services provided by the Firm. Fee may be negotiable depending on the nature, extent and complexity of services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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