Lakpa LLC offers customized investment advisory solutions through continuous personal contact with clients. Lakpa determines a client’s investment needs by reviewing their risk tolerance, financial situation, and investment objectives. Lakpa provides consulting services to individuals pursuant to a consulting agreement. Services are customized to the needs of each Client, depending on their goals and objectives, and may encompass one or more areas of need, including, but not limited to financial consulting, business planning, and other areas of a Client’s financial situation.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
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 may be negotiable for clients with more than $5,000,000 in assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.