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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Beacon ridgeOak
- Established Date
- 10-20-2023
- Office Locations
- 1
Office Locations
About Lake Water Advisory, LLC
Lake Water Advisory provides financial planning, investment management, and 401(k) plan management for high-earning professionals approaching retirement. The team coordinates tax, family, and retirement decisions through its Lake Water Navigator process and serves clients nationwide via virtual meetings. Portfolios emphasize asset allocation using ETFs and mutual funds, with accounts on Altruist. Advisors are featured in outlets including CNN and U.S. News.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
DANIEL GERARD BENNETT
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #5712472
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eric KINSEY
--
- CRD
- #6668498
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,969,000 | $152,633 |
| Non-Discretionary | $23,610,000 | $1,006,428 |
| Total | $82,579,000 | $239,547 |
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Separately Managed Accounts
Total SMA Asset: $82,579,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $312,973,952 | 20.6% |
| Public Funds | $709,508,911 | 46.7% |
| Cash | $496,808,167 | 32.7% |
| Total | $1,519,291,030 | 100.0% |