Lakeview Investment Advisors provides ongoing investment advice to individuals, high net worth individuals, trusts, small businesses, and charitable accounts. Lakeview creates portfolios based on each client's investment goals and risk tolerance, using stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Lakeview manages client assets on a discretionary basis, meaning Lakeview makes the decisions to buy, sell, or hold investments.
Assets Under Management$47M
Clients15
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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