Lakeside North Capital Advisors, LLC is a registered investment advisor founded in 2015 and based in San Rafael, California. Lakeside North Capital Advisors provides confidential investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm works with clients to identify their investment goals, objectives, and risk tolerance in order to create a suitable initial portfolio allocation. Lakeside North Capital Advisors manages accounts on a discretionary basis, utilizing individual stocks, bonds, options, exchange traded funds, mutual funds, and digital assets through the Lakeside Digital Asset Program. The firm operates strictly on a fee-only basis and does not sell commission-based products or accept finder's fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is 1.25% of assets under management. Digital assets advised under the Lakeside Digital Asset Program are charged an annualized fee of 1.00%. Fees may be negotiable.