Lansing Street Advisors offers investment and wealth planning services. They work with clients to understand their goals, risk tolerance, and financial situation to create a portfolio strategy, primarily using exchange-traded funds (ETFs), but may also use mutual funds, individual stocks and bonds. Lansing Street also provides financial planning services covering areas like retirement, education, and insurance needs. They may refer clients to other professionals like accountants or attorneys. Lansing Street may recommend unaffiliated money managers/investment platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable. For client accounts implemented through an Independent Manager, the client's overall fees will include Lansing Street's investment advisory fee plus advisory fees and/or platform fees charged by the Independent Manager(s), as applicable.