A complete list of active advisors currently associated with Lake Water Advisory, LLC

Warmer can help you find a great advisor at Lake Water Advisory, LLC or one who fits your needs even better.

Lake Water Advisory provides discretionary investment management, financial planning and retirement‑plan advisory to individuals (including high‑net‑worth clients), businesses and retirement plans. The firm builds customized portfolios primarily from low‑cost mutual funds and ETFs and will, where appropriate, incorporate individual stocks or bonds or recommend unaffiliated independent managers to implement client strategies. The firm’s investment process is generally long‑term oriented and combines fundamental and technical analysis to develop diversified, tax‑sensitive allocations, with periodic rebalancing and ongoing monitoring. Lake Water Advisory typically manages accounts on a discretionary basis, may use cash positions as hedges, and documents client objectives, risk tolerance and portfolio restrictions in its advisory agreements. Distinctive features include a small, two‑advisor team overseeing roughly $82.6 million in assets and one advisor with legal and advanced business training alongside the founder/CCO. The brochure discloses that advisory persons are licensed insurance professionals who may earn commissions on insurance sales (a disclosed conflict of interest), and the firm notes an institutional relationship with its recommended custodian and use of referral arrangements; the firm’s use of endorsements in advertising is also an uncommon practice among peers.

To learn more about the advisors currently working at Lake Water Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.