Dream Lake Financial provides investment advice and financial planning to individuals, high net-worth individuals, charitable organizations, and corporations. Dream Lake Financial offers investment management services, financial planning (ongoing and project-based), and tax preparation. The firm primarily advises on stocks, bonds, mutual funds, ETFs, and government securities. Dream Lake Financial is a fee-only firm.
Assets Under Management$570K
Clients5
Advisors1
Avg. per Client$110K
Avg. per Advisor$570K
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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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