Lakemont Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. This planning service is included with portfolio management. Lakemont Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.35% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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