About us

Built on the idea that real, human advisors should be able to offer top-tier, personalized services at costs that work for you.

Our principles

  • Every client is different. This is why we believe a human advisor is still so critical in order to craft a personalized plan that adjusts with your needs over time.

  • We are not “tech first” but we are “tech forward.” We ruthlessly prioritize automating anything that could be a friction point for clients. New clients can onboard with us at the click of a button, and we hate paperwork.

  • We hate surprise or upfront fees. We set our fee structure to only do well when you do well, taking a transparent % of the money we manage for you. We’ve also priced our fees at a discount to the typical advisor market, because we believe savings from our tech forward approach should go to our clients.

Technology vendors

We leverage 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.