Catherine Lannan is a registered investment advisor at Lakewood Asset Management, LLC, based in Chicago, IL, with 3 years of industry experience. Catherine 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
332 S Michigan Ave Suite 9069, Chicago, IL, 60604
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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 →Employment History
Current Registrations
Lakewood Asset Management, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations3 states
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