Our Pricing
Retirement, Estate, and Tax Planning
Initial Plan Design
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$2,750
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50% of the fee is due in advance Balance is due upon completion
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Includes:
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Ongoing planning and advice for 12 months
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Quarterly plan updates for one year
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Employer retirement plan account review and assessment for one year
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Semi-annual in-person or virtual strategy/planning sessions for one year
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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)
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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