Lakeside Advisors INC
Assets Under Management
$385.3M
Number of Clients
224
Number of Advisors
3
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$128.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Lakeside Advisors is an investment management firm that offers portfolio management and financial planning services. They work with individuals, trusts, retirement plans, and corporations. Lakeside's services include reviewing investment accounts, retirement plans, insurance contracts, tax matters, and estate documents to determine a client's financial position, goals, and risk tolerance. They then construct a portfolio of stocks, bonds, and other assets to meet those needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable and may vary based on complexity, size of account, and other factors. Minimum annual fee of $600.
Fee Estimator
Areas of Practice
Location
1115 East Denny Way, Seattle, WA, 98122-2427