Advisor at Lake Road Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lake Road Advisors, LLC
Location
Ridgefield, WA
Credentials
CFP®, Series 65
Industry experience
6 years
Hayley Haslett is a CFP® with six years of industry experience, currently serving as a financial advisor at Lake Road Advisors, LLC since 2022. She previously worked at Blue Water Wealth, Inc. and has a background that includes roles outside finance, such as brand management and photography for a social media content business. Lake Road Advisors serves individual clients, including high-net-worth households, and sponsors of 401(k) plans by providing investment advisory services through third-party money managers, comprehensive financial planning, and pension consulting. The firm primarily focuses on passive investment management using index mutual funds and ETFs, emphasizing low costs, limited trading, and tax efficiency.
Based on Lake Road Advisors, LLC
Based on Lake Road Advisors, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.65% $10,000,000++: Negotiable
Account minimum: $500,000 (subject to negotiation) Fee-only: Upfront fee: $3,000 - $6,000; Ongoing fee: $750 - $2,000 per quarter (paid quarterly in advance)
Ridgefield, WA
Texas · Washington
Lake Road Advisors, LLC
2022 - Present (4 years)
Blue Water Wealth, Inc.
2019 - 2022 (3 years)
San Diego State University
2018 - 2019 (1 year)
Permanent Value, Inc.
2018 - 2018 (1 year)
AleSmith Brewing Company
2017 - 2018 (1 year)
Helm's Brewing Company
2016 - 2017 (1 year)
Cismontane Brewing Company
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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