L
$18.3M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
6 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Lake Effect Wealth LLC
Lake Effect Wealth is a fee-only fiduciary RIA founded in 2019 by Andrew Driscoll. The firm provides customized financial planning, ongoing portfolio management, and strategic advice for individuals and families, with a technology- and data-driven approach. Portfolios are primarily ETF-based with complementary fixed income and cash, custodied at Schwab.
Team overview
-- AVG AGE
$18.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Andrew John Driscoll
President
- CRD
- #7210808
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,686,371 | -- |
| Non-Discretionary | $1,568,746 | -- |
| Total | $18,255,117 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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