Our pricing is easy by design

Table showing annual fee rates based on account balances. For $0-$500,000, fee is 0.75%. For $500,001-$1,000,000, fee is 0.50%. For $1,000,001-$5,000,000, fee is 0.30%. For over $5,000,000, fee is 0.15%.

LKL Advisors charges a fee-only, % of AUM of the assets that we manage directly for you.

Example: You have $1,000,000 managed by LKL Advisors, $1,000,000 in an employee-sponsored 401(k) plan, and $20,000 in your checking account. Your fee rate will only apply to the $1M managed in your LKL Advisors account for a blended rate of 0.625%. However, you’ll receive comprehensive advice across all accounts. See ADV Part 2A brochures for all details.

Comparison chart of estimated savings for $500K and $10M investment portfolios after 1 and 10 years, showing higher savings for the $10M portfolio.

How does this stack up vs. the 1% model?

The difference over the years can be substantial.

Let that difference compound over time.

See what all comes with this pricing

Savings assume competitors charge 1% fee applied across all managed accounts. Does not assume any performance metrics. Cannot guarantee equal or better pricing cannot be found elsewhere. All investing comes with the risk of principal loss.