Lakewealth Capital provides investment management services, picking stocks using factors, quantitative value, and special situation investing. They use tactical asset allocation to manage risk. Lakewealth Capital also offers seminars and workshops. They primarily advise on mutual funds, ETFs, stocks, and bonds.
Assets Under Management$7.3M
Clients54
Advisors1
Avg. per Client$140K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The annual fee for asset management services will range up to a maximum of 3.00%. Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...