Five Lakes Advisory is a registered investment advisor founded in March 2026 and owned by Jessica Casey. Five Lakes Advisory offers wealth and investment management services, focusing heavily on specialized investment research, reporting, and alternative investments for high-net-worth families, charitable organizations, trusts, foundations, and corporations. Five Lakes Advisory operates on a consulting basis and does not take authority to make trades without asking first, meaning clients are responsible for implementing any recommendations. Five Lakes Advisory emphasizes continuous communication to tailor investment advice based on clients' personal circumstances, goals, and risk profiles. Five Lakes Advisory maintains a fiduciary standard, meaning the firm is legally required to act in your best interest. Five Lakes Advisory does not manage accounts directly or maintain custody of client funds; client assets are held by qualified custodians such as banks or broker-dealers.
Fee Structure
Five Lakes Advisory generally charges fees ranging from $200,000 to $1,000,000 annually for consulting services, based on a baseline rate of $500 per hour. The final fee depends on factors such as the specialized expertise required, expected time spent, complexity of goals, extensiveness of data needed, and the value of your assets.