Pricing
Transparent pricing is fundamental to building trust and credibility
Initial Plan Design is $2,750
50% of the fee is due in advance. Balance is due upon completion
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Ongoing Planning and Advice
Quarterly plan updates for one year
Employer retirement plan account review and assessment
Semi-annual in-person or virtual strategy/planning sessions
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Financial and retirement planning relationship may be renewed after the first year for $375/Quarter
All client assets are held at Charles Schwab, one of the world’s largest third-party independent custodians. LakePointe Advisors does not take custody of client assets
​Assets Under Management Annual Fee
(% of your account balance)
Less than $250,000 2.00%
Greater than $250,000 0.90%
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Management fees are paid quarterly from your account at Charles Schwab
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​Third-party investment managers may be recommended at an additional fee which will be provided in the formal investment management recommendation