Meadow Lake Capital LLC offers investment management based on client needs, assessing objectives, risk tolerance, and time horizon. They focus on long-term investing in stocks, bonds, ETFs, and mutual funds, emphasizing diversification and risk management. They also provide financial planning, evaluating current and future financial situations to predict cash flows and asset values. Plans cover financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Assets Under Management$8.4M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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