Christopher Barberini
Christopher Barberini is a registered investment advisor at Lakeshore Capital Group, INC., based in Rolling Meadows, IL, with 14 years of industry experience. Christopher 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an independent contractor at Lakeshore Capital Group, providing tax preparation and consultation services, dedicating nearly full-time hours. He is also an independent insurance agent since 2022, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Lakeshore Capital Group, INC.
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Waddell & Reed
State Registrations2 states
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.