Lakeside Financial manages investment accounts based on client investment policies. They offer financial planning services tailored to individual needs, covering areas like net worth, budgeting, retirement, and education funds. Lakeside also provides management consulting services, advising companies on strategic planning and financial analysis. Implementation of recommendations is always at the client's discretion.
Assets Under Management$35M
Clients34
Advisors1
Avg. per Client$1M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Lakeside Financial's investment management fee ranges from 0.50% to 2.00% of your portfolio per year. The fee is calculated and charged either at the end of each quarter or in advance, based on the value of your portfolio. The specific fee is determined based on your individual circumstances and needs.
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