Hyland Lake Partners is a fee-only firm that provides financial planning and investment management services. Hyland Lake offers advice on retirement planning, education planning, investment management, tax planning, risk management, and estate planning. Hyland Lake creates portfolios primarily using exchange traded funds and mutual funds. Hyland Lake manages accounts on a discretionary basis.
Assets Under Management$93M
Clients78
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$47M
Fee Structure
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 | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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