Walled Lake Planning and Wealth Management provides wealth management services to clients, which includes financial planning and investment management. Financial planning covers areas like business planning, cash flow forecasting, trust and estate planning, insurance, and retirement. Investment management is tailored to each client's goals, risk tolerance, and financial situation. Walled Lake offers its investment management services exclusively through a wrap fee program.
Fee Structure
Walled Lake Planning and Wealth Management offers its investment management services exclusively through a wrap fee program, where brokerage commissions and transaction costs are included in the asset-based fee charged to the client. More information can be found in Appendix 1 of Part 2A: Walled Lake Planning and Wealth Management, LLC, Wrap Fee Program Brochure.