LK Financial Planning provides ongoing portfolio management services based on clients' individual goals, objectives, and risk tolerance. They create an Investment Policy Statement with a recommended asset allocation. LKFP also offers financial planning services, including advice on investments, insurance, taxes, retirement, college, and debt. They may recommend other professionals for implementation, but clients are not obligated to use them.
Assets Under Management$87M
Clients9
Advisors1
Avg. per Client$9.7M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
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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