Our pricing is easy by design
LKL Advisors charges a fee-only, % of AUM of the assets that we manage directly for you.
For 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 will receive comprehensive advice across all accounts. See ADV Part 2A brochures for all details.
How does this stack up vs. the 1% model?
Keep more of what you’ve earned.
Let the difference compound over time.
Savings assume 1% fee applied across all managed account. Does not assume any performance metrics. All investing comes with the risk of principal loss.