Mirror Lake Wealth Management offers investment management services to clients, determining investment goals, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. Clients authorize Mirror Lake Wealth Management to execute investment program transactions.
Assets Under Management$7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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