Lake Road Advisors, Llc
Corning, New York
5.0
29 Reviews
LAKE ROAD ADVISORS, LLC, a small investment advisory firm headquartered in Corning, NY, specializes in providing comprehensive investment services to a diverse clientele. With a team of two dedicated employees, they offer personalized investment advisory solutions to individual clients, ensuring their financial goals are met effectively. The firm boasts an impressive average of approximately $183,160,000 in assets under management per investment advisor, surpassing the industry average.
Lake Road Advisors' compensation structure encompasses various models, including a percentage of assets under management and performance-based fe...
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Assets Under Mgmt
$57.53M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Articles
Articles
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