Advisor at LK&A Investment Counsel
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Firm
LK&A Investment Counsel
Location
Pasadena, CA 91101-2461
Credentials
CFA®, Series 66
Industry experience
21 years
Michael Stewart is a CFA® charterholder with 21 years of industry experience. He is an advisor at LK&A Investment Counsel, a Pasadena-based firm with a two-advisor team. LK&A Investment Counsel provides discretionary investment management primarily to high net-worth individuals, as well as trusts, foundations, and limited liability companies. The firm focuses on larger-capitalization equities with long-term earnings growth, maintaining relatively concentrated portfolios and a long-term holding strategy, while fixed-income portfolios are constructed through bond ladders informed by fundamental research and macroeconomic analysis.
$0 - $10 million: 1.00% annually $10 million - $20 million: 0.75% annually $20 million+: 0.65% annually
Account minimum: $5 million
199 South Los Robles Avenue, Suite 850
Pasadena, CA 91101-2461
California · Texas
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