Our pricing is easy by design
LKL Advisors charges a fee-only, percentage of AUM on the assets that we manage directly for you.
AUM
Annual fee rate- $0 to $500,000
- 0.75%
- $500,001 to $5,000,000
- 0.50%
- Above $5,000,001
- 0.25%
A worked 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 detailsHow does this stack up vs. the traditional advisor pricing of 1%?
The difference over the years can be substantial. Let that difference compound over time.
$500K portfolio
Estimated savings
- After 1 year
- $1,250
- After 10 years
- $12,500
$10M portfolio
Estimated savings
- After 1 year
- $61,250
- After 10 years
- $612,500
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.
See what all comes with this pricing
No hidden fees. You get the full suite with just a simple AUM fee.
See the full services list- Comprehensive financial and retirement planning
- Investment management, built and run in-house
- Estate planning with premium Trust & Will access
- Tax strategy and tax loss harvesting
- Direct indexing
- Structured notes and private assets
- Debt solutions
- Insurance review