Alexander Arellano
Alexander Arellano is a registered investment advisor at Lakeshore Capital Group, INC., based in Rolling Meadows, IL, with 14 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 230 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the complexity of client goals and objectives and level of services rendered.
Fee Estimator
Location
1811 Hicks Road, Rolling Meadows, IL, 60008
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Employment History
Current Registrations
Lakeshore Capital Group, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Sagepoint Financial, INC.
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First Southwest Asset Management INC
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State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.