Crescent Lake Advisors (CLA) manages investment portfolios based on clients' individual needs and goals. CLA also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. CLA also provides held-away account services, reviewing and making recommendations for accounts not directly managed by the firm.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
At the discretion of Crescent Lake Advisors, investment management services may only be available to Clients utilizing their Ongoing Comprehensive Financial Planning. They also offer services for accounts they don't directly manage for 0.25% of the value of those assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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