Lakeline Financial is a registered investment advisor located in Cedar Park, Texas, founded by Donald Rudy. The firm provides personalized investment management and ongoing financial planning services to individuals and high net-worth individuals. Lakeline Financial uses a passive investment approach based on Modern Portfolio Theory, focusing on stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to portfolio management, Lakeline Financial offers comprehensive financial planning covering business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance review, retirement planning, risk management, and tax planning strategies. The firm operates on a fee-only basis, meaning they are compensated solely by clients and do not accept commissions or product sales compensation.
Fee Structure
Lakeline Financial charges an annual flat fee ranging from $1,000 to $25,000 for financial planning and investment management services, based on the complexity of your financial profile and the resources required. Fees are prorated and paid in arrears on a quarterly basis. There is a minimum investment requirement of $50,000 in assets under management.