Lake Effect Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 306464
- Website
- www.lakeeffectwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.39%
- Individuals12.89%
- Corporations / Businesses4.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lake Effect Wealth LLC is an independent registered investment adviser that serves individual and family clients, with a small-business advisory tilt. The firm provides financial planning and portfolio management and bills through a mix of AUM-based fees, hourly charges, and fixed fees. It is not positioned as a capital allocator to third-party managers and does not identify as an active ESG investor. Business activity information also lists the firm as engaging in other financial product sales.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Andrew Driscoll
Owner, Chief Compliance OfficerCRD 7210808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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