Firm
LK Wealth Management
Duluth, Georgia
Fee-only
LK Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 42 individual clients, 3 of them high net worth.
- Its average account is about $400,000 (assets it manages divided by its 45 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Duluth, Georgia |
|---|---|
| Phone | (770) 931-8608 |
LK Wealth Management fees
LK Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 39 |
| High-net-worth clients | 3 |
| Accounts managed | 45 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 15, 2018 |
| SEC record | CRD 168378 |