Lake Jericho, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,683,463
Clients
73
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$434,020
About
Lake Jericho, LLC provides fee‑only, fiduciary investment advisory and related planning services to individuals and households as well as a range of institutional and nonprofit clients, including family offices, foundations, endowments, plan sponsors, and the business community. Its offerings include discretionary portfolio management, benefit‑plan consulting, project‑based or hourly financial planning, and client education grounded in the firm’s research.
The firm’s investment approach emphasizes modern portfolio theory and academic literature, with a limited set of target portfolios implemented either via top‑down global asset allocation or bottom‑up, concentrated equity selection depending on client objectives and risk bias. Lake Jericho combines passive and select active/factor strategies, may use complex or leveraged exchange‑traded products for risk management or tactical exposure, and operates with discretionary trading authority while custodial and execution services are provided through Interactive Brokers.
Noteworthy for a solo independent advisor, Lake Jericho includes institutional portfolio management and plan‑sponsor consulting in its client mix and highlights detailed procedures for plan rollovers and IRA transfer considerations. The brochure also describes situations in which certain authorities granted to the firm can trigger regulatory custody classifications, and documents the firm’s adherence to the CFA Institute Asset Manager Code of Professional Conduct and its choice of Interactive Brokers as custodian and execution platform.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Factor investing / smart beta
Fee options
Fixed fee financial planning services: $5,000 (simple plan), $7,500 (complex plan), $10,000 (complete plan and model portfolio allocation)
$0 - $1,000,000: 1.2500% annually $1,000,000 - $2,500,000: 1.0000% annually $2,500,000 - $5,000,000: 0.7500% annually $5,000,000 - $25,000,000: 0.5000% annually $25,000,000+: Negotiable
$250 per hour for financial planning and consulting services
Minimum fee: Annual minimum fee of $5,000 for asset-based advisory services Fee-only: Fixed rates for financial planning projects ranging from $500 to $10,000; hourly rate $250/hour available
Main office location
Lake Jericho, LLC
111 West Jackson Blvd, Ste 1700
Chicago IL 60604-3597, United States
Number of offices
2
Most active in
Lake Jericho, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Kentucky · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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