Walled Lake Planning and Wealth Management, LLC is an investment advisory firm offering wealth management services, which include comprehensive financial planning and consulting alongside discretionary and non-discretionary investment management. Walled Lake tailors its investment strategies to each client's individual financial circumstances, goals, risk tolerance, and time horizon. The firm's investment approach utilizes fundamental and technical analysis, computer models, and quantitative methods to allocate assets across various securities, including mutual funds, exchange-traded funds, individual equities, and fixed income. Financial planning and consulting services—covering business planning, cash flow forecasting, trust and estate planning, insurance, retirement, and tax coordination—are provided to investment management clients at no additional charge. Walled Lake operates as a wrap fee program, where brokerage commissions and transaction costs are included in the asset-based fee. The firm does not impose a stated minimum account size or minimum fee to start and maintain an investment management relationship.
Fee Structure
Investment management fees for Walled Lake Planning and Wealth Management are described in the firm's separately provided wrap fee program brochure. Financial planning and consulting services are included at no additional charge for investment management clients. The firm does not require a minimum account size or minimum fee to start and maintain an investment relationship.