Our Fees

Clear, straightforward pricing designed to help you understand what you pay and the services you receive.

Clear Fees. Clear Expectations.

We believe you should understand what you pay, how our fees work and what you receive in return.

Fiduciary Commitment

We are committed to acting in your best interest when providing advisory services.

Clear Fee Structure

Our advisory fees are clearly outlined so you can understand what you pay and how the fee schedule works.

Straightforward Guidance

We believe fees should be easy to review, discuss and understand before you move forward.

Investment Management

Investment Management Fees

Our investment management fee is based on the amount of assets we manage for you.

Learn more about our Investment Management approach
Assets Under Management
Annual Advisor Fee
$0 – $49,999.99
1.10%
$50,000 – $99,999.99
0.90%
$100,000 – $499,999.99
0.90%
$500,000 – $999,999.99
0.85%
$1,000,000 – $1,999,999.99
0.65%
$2,000,000 – $4,999,999.99
0.35%
$5,000,000+
0.25%

Included with Investment Management

Access to your advisor, portfolio review and management and annual review meetings.

Platform and investment fund fees are additional.

Financial Planning

Financial Planning Memberships

Choose the level of financial planning support that fits the number and complexity of the goals you want to address.

Learn more about our Financial Planning services

Starter

Focused planning for one financial goal.

$75 /month
or
$750/year

Designed for clients who want to focus on a specific area, such as retirement planning or education planning, and understand where they stand in relation to that goal.

  • ✓ Choice of 1 financial goal
  • ✓ Access to eMoney through the ClicClient Portal
  • ✓ Quarterly access to a financial planner by phone or virtual meeting
  • ✓ Financial plan delivered online

Intermediate

Broader planning for several financial goals.

$110 /month
or
$1,100/year

Designed for clients working toward several goals who may also need help with budgeting, cash flow, spending and saving habits or building wealth over time.

  • ✓ All Starter Plan benefits
  • ✓ Choice of 3 financial goals
  • ✓ Budget planning, if needed
  • ✓ Monthly access to a financial planner by phone

Comprehensive

Expanded planning for more complex financial needs.

$150 /month
or
$1,500/year

Designed for clients with more complex financial goals and needs who want a broader view of their financial position and planning across multiple areas.

  • ✓ All Intermediate Plan benefits
  • ✓ Planning across all available financial goal areas
  • ✓ Printed financial plan available, if desired
  • ✓ Monthly access to a financial planner through online or in-person meetings

Park Lake Advisors provides investment management and financial planning services to clients in Lansing, Okemos and throughout Mid-Michigan, as well as clients in other areas. In-person and virtual meetings are available based on client preference and location.

Questions About Our Fees?

Understanding what you pay is an important part of choosing a financial advisor. We’re happy to answer your questions and help you better understand our services and fee structure.

Contact Us