Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Street charges an annual management fee, up to 2% of assets under management, for discretionary investment management services. For non-investment management clients or those needing disproportionate consulting, hourly or fixed fees are agreed upon. Financial consulting fees start at $2,500 on a fixed fee basis, then $100-$300 hourly. For assets under advisement (non-discretionary), fees are up to 1.5% annually.
Areas of Practice
Advisor Information
Office location
1580 Lincoln Street, Suite 680, Denver, CO, 80203
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is an investment advisor representative (IAR) running an RIA firm, Elevation Point d/b/a Triple H Financial Services, dedicating nearly full-time hours. He also works as an insurance agent, providing insurance advice and using IFC National Marketing to facilitate insurance products, dedicating minimal time to each of these insurance-related activities.