Advisor at Lake Effect Wealth LLC
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Firm
Lake Effect Wealth LLC
Location
Charlotte, NC
Credentials
Series 65
Industry experience
6 years
Andrew Driscoll is a financial advisor at Lake Effect Wealth LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Grandview Analytics from 2015 to 2019 before founding Lake Effect Wealth, where he has been the sole advisor since 2019. Lake Effect Wealth serves individuals, including high-net-worth clients, as well as corporations and businesses, offering discretionary portfolio management alongside project-based and comprehensive financial planning. The firm employs a passive investment strategy based on Modern Portfolio Theory, incorporating low-turnover, tax-aware portfolio construction, and distinguishes itself by providing business planning and employee benefits optimization services uncommon among independent solo advisers.
Based on Lake Effect Wealth LLC
Comprehensive Financial Planning Fees: Annual fixed fee between $2,000 to $20,000, negotiable depending on complexity
$0 - $2,000,000: 1.000% $2,000,001+: 0.800%
$200.00 - $300.00 per hour, with a 10 hour minimum
Charlotte, NC
Illinois · North Carolina
Lake Effect Wealth, LLC
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
Grandview Analytics
2015 - 2019 (4 years)
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CFP®
Charlotte, NC
Flat Fee Financial LLC
As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
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