Lakeshore Financial Planning Inc. offers discretionary portfolio management services, tailoring investment advice to meet individual client needs and objectives. They work with clients to choose an investment option that employs a diversified model portfolio. The firm monitors portfolio performance and re-balances investments as needed. Financial planning related services are provided as part of the portfolio management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual portfolio management fee varies between 0.50% to 1.50% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Advisory fee is negotiable, depending on individual client circumstances.