Assets Under Management
$2.1M
Number of Clients
11
Number of Advisors
1
Average Client AUM
$190K
AUM per Advisor
$2.1M
Compensation
Fee-Only (AUM)
Lakeside North Capital Advisors provides investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. The firm creates portfolios consisting of individual stocks or bonds, options, exchange traded funds, and no-load funds. They also offer the Lakeside Digital Asset Program (LDAP) for investments in digital assets.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.25% |
Fees may be negotiable based on related accounts, anticipated paid-in-additions, and other factors.
CA, United States