Lake Avenue Financial is a registered investment advisor offering financial planning and portfolio management services. Financial planning covers cash flow, retirement, insurance, portfolio, and estate planning. Portfolio management includes wrap, non-wrap, and web-based programs. Lake Avenue Financial also offers referrals to third-party investment advisors and financial institution consulting services. Investment strategies are tailored to individual client needs.
Fee Structure
Lake Avenue Financial charges up to 1.75% of your portfolio per year for investment management. The exact fee is negotiable and will be stated in your client agreement. This fee is deducted from your account monthly or quarterly, either in advance or after the period, depending on your agreement.