Lakeland Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,367,667
Total clients
80
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$454,596
About
Lakeland Wealth Management LLC provides fee-based financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, and also accepts corporate and business clients. The firm additionally sponsors and acts as general partner of a private investment fund, and offers educational seminars and workshops for the public.
Investment decisions are guided by fundamental analysis and client-specific investment policy statements, with the firm exercising discretionary authority over managed accounts. For its fund and certain managed accounts, Lakeland invests in U.S. and developed foreign markets and may utilize options, short sales, hedging and margin (borrowing) strategies, which increase trading and leverage risk relative to a simple long-only approach.
What distinguishes Lakeland from many single-advisor independents is the combination of pooled-vehicle management and private fund sponsorship alongside traditional individual account management. The firm also maintains licensing and platform arrangements with third-party advisers and conducts public educational programs, relationships and activities that the brochure discloses as potential sources of additional economic linkage.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Lakeland Wealth Management LLC
1707 Kirby Parkway, Suite 100
Memphis TN 38120, United States
Number of offices
2
Most active in
Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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
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