Lakeland Investment Advisors, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,219,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
84
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$276,417
About
Lakeland Investment Advisors provides discretionary portfolio management and standalone financial planning to individuals, high‑net‑worth clients, businesses, and charitable organizations. The firm also accepts institutional or charity mandates, which is less common among independent, solo‑advisor practices.
The firm adheres to Modern Portfolio Theory and emphasizes low‑cost implementation, typically using ETFs, indexed mutual funds and individual bonds with a stated goal of keeping overall internal portfolio expenses below 0.50%. Research is conducted with Morningstar and accounts are monitored and rebalanced on an ongoing basis, with most relationships managed on a discretionary basis.
As a single‑advisor firm, it operates with a single custodial relationship and reports being debt‑free, and it discloses a limited form of custody to debit advisory fees from client accounts. The advisor is also licensed to sell life insurance and fixed annuities and will disclose any commission compensation if such products are recommended, a dual role that is atypical among peers.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Passive / index investing
Fee options
Financial planning fees ranging from $500 to $2,500 depending on complexity and client goals.
$0 - $249,999: 1.60% annually $250,000 - $499,999: 1.40% annually $500,000 - $749,999: 1.20% annually $750,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.85% annually $2,000,000+: 0.65% annually
Insurance commissions paid directly to agent if insurance products are recommended.
Fee-only: Fee-only firm; charges asset management fees only; no commissions or other fees from mutual funds or insurance companies.
Main office location
Lakeland Investment Advisors, LLC.
Syracuse IN, United States
Number of offices
1
Most active in
Lakeland Investment Advisors, LLC. has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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