Lake Avenue Financial does not have an investable asset minimum. But in order to deliver proactive, high-touch fiduciary guidance, our firm maintains a minimum annual relationship fee of $5,000.

For those who are just getting started or prefer the hybrid approach to finance, we created Lake Avenue Academy. The Academy is for both financial beginners who are new to managing their money and for advancing learners who have some financial knowledge but want to make more informed decisions without the cost of a full-time financial planner.

Yes, we are fiduciaries and are legally obligated to put your best interests first. As an independent Registered Investment Advisor (RIA) we don’t offer any proprietary products and only recommend what’s truly the best fit for your situation.

Lake Avenue Financial is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. We offer several options for our financial planning and asset management services. Head over to our Pricing page to learn more.

Yes, as an independent Registered Investment Advisor (RIA) we provide fee only financial planning and asset management. Our clients typically have us manage their assets as part of their overall financial plan.

Depending on the financial planning tier you choose, we will meet several times in the first year. After our first year of working together, Blueprint clients will have annual meetings to make sure they are on track as well as a 6-month check-in. Personal CFO clients can expect quarterly meetings/check-ins to make sure we are on track.

There are 9 core principles that we pride ourselves on. Learn what you can expect when working with us, here.

We pride ourselves on having a team approach. That means when you hire one of us, you hire all of us! There will be a lead financial planner for each client, but any one of our team members are always happy to help.

We work with several custodians, where your money will be kept, while we manage it. Our client's favorite custodian is Altruist. You can learn more about them here.

We give our clients the choice. They can pay for our financial planning and advisory services by credit card or through the accounts we manage. Asset management fees are billed in arrears, on a monthly basis. Head over to our Pricing page to learn more.

We love questions! If you have a question that wasn’t answered here, just head over to our Contact page and fill out our form. Someone from our team will get back to you quickly.