Lakeside North Capital Advisors offers investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Lakeside North works with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. The firm may invest in individual stocks or bonds, options, exchange traded funds and no-load funds. Lakeside North also advises on digital assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fees for investments in Lakeside Digital Asset Program (LDAP) are an annualized 1.00% management fee paid quarterly in arrears. Fees may be negotiable based on related accounts, anticipated paid-in-additions, and other factors, at the sole discretion of the Advisor.