Lakewood Financial Group offers wealth management services that combine investment management with financial planning. This includes portfolio construction, asset allocation, tax-loss harvesting, retirement projections, estate planning, tax strategies, and risk management. Lakewood Financial Group typically works with high-net-worth individuals and families with over $1 million in investable assets.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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