ria
Lake Avenue Financial
PASADENA, CA
CRD: 315746
In network coverage since October 1, 2026 · 3 stories
$155MRegulatory AUMSEC Form ADV · Oct 17
5EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 17
Network coverage
RIA
Fidelity sets $100 million custody minimum; Betterment waives fees through 2028
Betterment will forgo 100% of its wrap fee for Fidelity-custodied firms that sign up by June 30, 2027, the day Fidelity's deadline falls.