Lakpa manages customized investment portfolios and provides financial consulting services for individuals and institutional investors. Lakpa builds tailored investment solutions using individual stocks, bonds, private placements, mutual funds, exchange-traded funds, alternative funds, structured products, listed options, and cash instruments. Investment strategies focus on long-term growth, capital preservation, and income generation, while considering each client's specific goals and risk tolerance. Lakpa also offers consulting services covering financial planning and business planning on an hourly basis. Lakpa operates globally with a focus on clients in international markets, maintaining offices in Santiago, Chile.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable at the sole discretion of the firm for accounts over $5,000,000.