Lakeshire Financial, LLC manages investment portfolios and offers financial planning services. They create investment plans based on clients' individual needs and goals. Financial planning services include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer ongoing financial planning services where they work closely with clients to implement a financial plan.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
The annual advisory fee rate is negotiable based on the Clients individual needs and financial situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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