Lake Effect Wealth (LEW) manages investment portfolios based on clients' individual needs and goals. LEW also offers project-based financial planning on topics like retirement, risk management, and college savings. Comprehensive financial planning is offered as a one-year commitment to develop and implement a financial plan.
Assets Under Management$11M
Clients12
Advisors1
Avg. per Client$890K
Avg. per Advisor$11M
www.lakeeffectwealth.com ·www.linkedin.com/in/andrew-driscoll-lakeffect ·www.linkedin.com/company/65479325
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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