Lake Street Private Wealth provides investment management and financial planning services to individuals, high net worth individuals, business entities, and retirement plans. Lake Street offers advice on equities, fixed income, mutual funds, and exchange-traded funds. Financial planning covers cash flow, taxes, estate planning, education funding, retirement, and insurance.
Assets Under Management$960M
Clients512
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management (also available separately)
Lake Street charges up to 2% annually for managing your investments. The specific rate is based on the value of your portfolio and is agreed upon in your advisory agreement. Fees are charged monthly, in advance. Lake Street may negotiate a lower fee based on factors like the amount you invest or if you're a long-term client.
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