Lakepoint Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“The hourly rate ranges from $150 to $350 per hour, depending on the scope and Page 8 complexity of the engagement.”

Flat or project fee

$1,000⁠-⁠$15,000

“Fixed fees generally range from $1,000 to $15,000, depending on the scope, size, and complexity of the client’s financial situation.”

Quarterly fee

$3,750/qtr

“Since fees are billed quarterly in arrears, the annualized Page 7 amount is divided by four, resulting in a quarterly fee deduction of $3,750 ($15,000 / 4.) Advisory fees are billed quarterly in arrears and are calculated using the average daily balance of the account during the billing period.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lakepoint Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients also receive a detailed invoice showing the specific fee calculation methodology.”
• “Negotiability of Fees Standard advisory fee schedules are set forth above; however, all fees and fee structures are negotiable at the sole discretion of Lakepoint.”
• “Unless explicitly modified by written agreement, all custom asset-based fee arrangements remain subject to the billing mechanics detailed in this Brochure (calculated using the average daily balance and billed quarterly in arrears).”

How Lakepoint Wealth Partners’ fees compare

• Its hourly rate of $150-$350 spans the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Michigan median of $3,250. 87% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Lakepoint Wealth Partners

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343032

Website

lakepointwealthpartners.com (opens in new tab)

Phone

(313) 421-3484

Other planners in Highland that publish fees

• Ram Legacy Wealth ManagementHighland$350/hr, $1,500
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000

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