Lake Jericho, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lake Jericho, LLC is a fee‑only registered investment adviser that serves individuals, households, family offices, foundations, endowments, nonprofit organizations, plan sponsors, and businesses. The firm provides discretionary investment management, benefit‑plan consulting and design, and project‑based financial planning and education, typically charging asset‑based fees for investment management and fixed or hourly fees for planning services.
The firm’s investment approach leans on modern portfolio theory and academic research, maintaining a limited set of target portfolios that are combined with lower‑volatility allocations and regular rebalancing; implementation favors passive vehicles for core exposures and selective active or factor managers where evidence supports added value. Lake Jericho applies both top‑down global asset‑allocation methods and bottom‑up concentrated equity selection when appropriate, and discloses use of complex or leveraged exchange‑traded products in certain accounts for risk management or synthetic cash positioning.
Compared with many peers among independent advisers, Lake Jericho’s client base explicitly includes institutional clients such as foundations, endowments, and plan sponsors, and the firm emphasizes detailed rollover analysis and benefit‑plan consulting as part of its fiduciary practice. Client assets are held with a third‑party custodian, the firm maintains daily monitoring and exception reporting, and clients receive regular custodian statements plus quarterly performance reporting and reviews.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $5,000 (simple plan) to $10,000 (complex/complete plans and model portfolio allocation)
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,500,000: 1.00% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000 - $25,000,000: 0.50% annually $25,000,000+: Negotiable below 0.50% annually
$250 per hour for financial planning services, optional payment method
Minimum fee: Annual minimum fee of $5,000 applies to asset-based fees Fee-only: Fixed fees: $5,000 to $10,000 for various financial planning projects depending on complexity; Hourly fees: $250/hour for hourly consulting services
Main office
111 West Jackson Blvd, Ste 1700
Chicago IL 60604-3597
Advisors at this office
1
Most active in
Illinois · Kentucky · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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