About us
Built on the idea that real, human advisors should be able to offer top-tier, personalized services at robo-advisor costs.
After years in the finance and consulting industry, two things became clear: (1) even the most sophisticated firms are stuck on old tech, and (2) pricing for financial advice remains unnecessarily high.
LKL’s operating model and tech stack is built from the ground up, letting us target fees materially below industry benchmarks, while delivering a superior client experience.
We also go beyond financial advice, offering expertise in alternative assets plus full career support for corporate professionals.
You’ll never have onboarding costs or startup costs, only paying a % fee on the assets that we personally manage.
The result is a modern advisory built for how clients live and work today.
Technology vendors
We partner with trusted custodians like Altruist and Charles Schwab to hold and safeguard your investment accounts. Custodians are regulated financial institutions that securely hold your assets and handle recordkeeping, trading, and reporting — adding a layer of protection and transparency.
Both give you secure online access to your accounts, trade confirmations, tax documents, and more. With these custodians, your money is safe, your experience is seamless, and your trust is well-placed.
Monarch Money is the leading consumer budgeting app, simplifying your finances by bringing all your accounts together into one clear view. Clients at a certain AUM threshold will receive an annual Monarch Money free of charge.
Founder
William Cole
William has a background in investment banking at Regions Financial, strategy consulting at Boston Consulting Group, and financial / crypto strategy at Coinbase. In these roles, William focused on advising Fortune 100 companies on financial capital strategy, private equity investments, and general corporate strategy. At Coinbase, William focuses on Coinbase’s crypto offering and the broader crypto market.
William has previously lived in New York City, San Francisco, Nashville, Charleston, and Birmingham, and is currently based out of Atlanta, GA, but serves clients across the US. William can be reached directly at william@lkladvisors.com.