Lk Financial Planning LLC

LK Financial Planning, LLC is a financial advisory firm established in April 2012 by Lawrence O. Kamin, offering investment supervisory services and financial planning tailored to individual client needs. The firm primarily invests in ETFs and low-cost mutual funds to achieve a balanced risk-reward profile. Clients may impose restrictions on investments based on personal values, with a minimum account size of $2 million, which may be waived at the firm's discretion. LK Financial Planning charges fees based on assets under management, not exceeding 1.00%, and offers fixed and hourly financial planning fees. Clients have investment discretion, allowing the firm to manage portfolios without prior client approval. The firm does not participate in wrap fee programs or accept performance-based fees. LK Financial Planning does not receive compensation for recommending specific securities and maintains a Code of Ethics to ensure compliance and transparency. The firm reviews client accounts quarterly and provides regular reports. Clients' nonpublic personal information is safeguarded, and confidentiality is maintained through strict access controls and security measures. Lawrence O. Kamin, the sole owner and representative, oversees all firm activities and adheres to regulatory requirements.