Lakeside Financial Planning provides financial planning and investment advice to individuals, families, and small businesses. Lakeside offers wealth management, investment management, and retirement plan services. Lakeside does not sell insurance or investment products and is paid solely by client fees.
Assets Under Management$64M
Clients62
Advisors1
Avg. per Client$1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
This fee schedule is for Investment Management services only. Wealth Management clients pay a fixed annual fee. Altruist LLC's Model Marketplace fees and tax management tool fees are passed through to clients' accounts, ranging between 0.00% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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