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.
Assets Under Management$390M
Clients224
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$600
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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