Lakeridge Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. Lakeridge creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds and mutual funds. They also offer financial planning services covering investment, retirement, education, and insurance needs. Lakeridge may recommend unaffiliated investment managers and provides retirement plan advisory services to plan sponsors.
Assets Under Management$700M
Clients1,068
Advisors12
Avg. per Client$660K
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for assets over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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