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Retirement, Estate, and Tax Planning

Initial Plan Design is

  • $2,750
  • 50% of the fee is due in advance. Balance is due upon completion

Includes:

  • Ongoing planning and advice for 12 months
  • Quarterly plan updates for one year
  • Employer retirement plan account review and assessment for one year
  • Semi-annual in-person or virtual strategy/planning sessions for one year

Financial and retirement planning relationship may be renewed after the first year for $375/Quarter.

Investment Management Services

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%

Management fees are paid quarterly from your account at Charles Schwab.

Third-party investment managers may be recommended at an additional fee which will be provided in the formal investment management recommendation.