Lakeshore Capital provides financial planning services covering cash flow, tax, retirement, portfolio, insurance, education savings, and estate analysis. They also offer discretionary portfolio management, tailoring investment advice to client needs and objectives. Lakeshore Capital uses model portfolios developed by the firm, sub-advisers, or other registered investment advisors. They invest in various securities, including equities, ETFs, mutual funds, and debt securities.
Assets Under Management$180M
Clients230
Advisors3
Avg. per Client$790K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
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Estimated Annual Fee
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