LBK Financial provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, and small businesses. Investment management is provided on a discretionary basis, constructing portfolios primarily using exchange-traded funds and equities. LBK Financial customizes portfolios to meet specific client needs and goals.
Assets Under Management$15M
Clients8
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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