LKL Advisors offers financial planning, investment management (including equities, bonds, and cryptocurrencies), and career services for professionals. Financial planning includes retirement, tax, and estate strategies. Investment management is offered on both discretionary and non-discretionary bases. LKL Advisors may recommend sub-advisory services from SyntheticFi for options-backed loans. The firm operates on a fee-based model, charging a percentage of assets under management.
Assets Under Management$990K
Clients12
Advisors1
Avg. per Client$82K
Avg. per Advisor$990K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are negotiable. Clients using SyntheticFi's sub-advisory services will be charged an additional 0.50% annually on the loan value, billed directly by SyntheticFi.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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