Lakepoint Wealth Partners is a registered investment advisor founded in 2026 and based in Highland, Michigan. The firm offers two main services: comprehensive wealth management, which combines ongoing investment portfolio management with holistic financial planning, and standalone financial planning for clients who do not need active asset management. Lakepoint Wealth Partners focuses on a passive, evidence-based investment philosophy using low-cost exchange-traded funds, and tailors all strategies to each client's specific risk tolerance, goals, and tax situation. The firm operates on a fee-only basis, meaning it is compensated strictly through asset-based, hourly, or fixed fees without accepting commissions or product-based compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are blended across tiers and billed quarterly in arrears based on the average daily balance. All fees are negotiable at the firm's discretion.