Lake Water Advisory offers investment advice to individuals, high net worth individuals, businesses, and retirement plans. They create customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual stocks or bonds. They also offer financial planning services covering areas like retirement, education, and estate planning. Lake Water Advisory may recommend independent investment managers.
Assets Under Management$61M
Clients181
Advisors2
Avg. per Client$330K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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