Michael Lannan is a CFA-designated registered investment advisor at Lakewood Asset Management, LLC, based in Naperville, IL, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 152 clients with $220M 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% |
Maximum investment advisory fee is 1.50% or may negotiate a lower advisory fee.
Fee Estimator
Location
225 W Jefferson Avenue, Suite 102, Naperville, IL, 60540
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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 Activities
Michael serves on the investment committee for a family foundation and receives compensation, dedicating a few hours per week. He also acts as a co-trustee for a family member's trust and volunteers for the LaGrange Police Pension Board, spending minimal time on each and receiving no compensation.
Employment History
Current Registrations
Lakewood Asset Management, LLC
Previous Registrations
Securus Investment Management, LLC
State Registrations3 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.