Brian Malizia
Brian Malizia is a registered investment advisor at Lakeshore Capital Group, INC., based in Rolling Meadows, IL, with 18 years of industry experience. Brian 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
Brian is the president and owner of Lakeshore Capital Group, a securities and advisory business, dedicating nearly full-time hours. He also owns Lakeshore Tax Consulting, spending minimal time on personal tax return preparation, and works as an independent insurance agent for a few hours per week.
Employment History
Current Registrations
Lakeshore Capital Group, INC.
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Fdx Capital LLCBroker
Funds Distributor, LLCBroker
Quasar Distributors, LLCBroker
Mfs Fund Distributors, INC.Broker
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.