Lakeview Financial Planning offers consulting services to retirement plan sponsors, helping them understand their responsibilities, develop prudent practices, and document their decisions. They assist with committee charters, fiduciary eligibility, investment policy statements, and annual reports. Lakeview can also assess current practices and recommend improvements, benchmark service providers, and prepare vendor requests for information. They do not serve as a third-party administrator but can help find one.
Assets Under Management$2.7M
Clients9
Advisors1
Avg. per Client$300K
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.80% |
| $1M+ | 0.80% |
Fees negotiable for accounts over $1,000,000. If a sub-advisor is engaged to execute its investment strategy for the plan, the sub-advisor’s fee is incorporated into the fee as noted in the above table.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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