TRI-LAKES FINANCIAL SERVICES, L.L.C.

FORSYTH, MO 417-546-2850

Tri-Lakes Financial Services employs a strategic approach focusing on long-term growth through a blend of active and passive investment strategies. The firm utilizes fundamental analysis to assess the value of investmen…

Fee schedule (excerpt):
  • 1.50% for $500,000-$1,000,000
  • 1.00% for $1,000,001-$5,000,000