John Dewitt is a CFP-designated registered investment advisor at Lakeshore Advisors, based in Winter Park, FL, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
238 N. Park Avenue, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business Activities
John and his wife operate two Airbnb units on their property since 2021. John's involvement is minimal, primarily limited to initial setup and occasional price adjustments.
Employment History
Current Registrations
Lakeshore Advisors
Previous Registrations
Pathstone
Allgen Financial Advisors, INC.
Stewardship Advisory Group, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.