Advisor at Lakeland Wealth Management LLC
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Firm
Lakeland Wealth Management LLC
Location
Memphis, TN 38120
Credentials
CFP®, CFA®, Series 65
Industry experience
11 years
Sreenivas Meka is a CFP®, CFA®, and Series 65-licensed financial advisor with 11 years of industry experience. He is the principal advisor at Lakeland Wealth Management LLC, an independent firm based in Dallas, TX. Outside of his advisory role, he serves as an adjunct professor at the University of Memphis. Lakeland Wealth Management LLC provides fee-based financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm combines traditional individual account management with pooled-vehicle management and private fund sponsorship, employing fundamental analysis and client-specific investment policies.
Based on Lakeland Wealth Management LLC
Based on Lakeland Wealth Management LLC
Fixed fee of $1,000 for financial planning
$0 - $500,000: 1.50% annually $500,001 - $2,000,000: 1.25% annually $2,000,001 - $10,000,000: 1.00% annually $10,000,001+: Negotiable
Fund Limited Partners pay 2% annual management fee plus 20% performance fee subject to high water mark
Account minimum: $150,000 general account minimum; $8,000 for IRA accounts; $250,000 minimum for Fund investment Fee-only: Negotiable fixed fee of $1,000 for financial planning services
1707 Kirby Parkway, Suite 100
Memphis, TN 38120
Tennessee · Texas
University of Memphis
2024 - Present (2 years)
Magvolia LLC
2024 - Present (2 years)
Crye-Leike Real Estate Services
2023 - 2024 (1 year)
Best Real Estate Company, LLC
2020 - 2023 (3 years)
Independent Insurance Agent
2018 - 2024 (6 years)
Lakeland Wealth Management LLC
2014 - Present (12 years)
Magnolia Info Systems
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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