Lakeside Planning provides investment management services, creating tailored portfolios based on client goals and risk tolerance. They also offer ongoing comprehensive financial planning, where clients work with a planner to develop and implement a plan covering various financial areas. Project-based financial planning is available for specific needs like retirement, college savings, or debt management. Lakeside Planning also offers tax preparation services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
This is for Standalone Investment Management using Betterment as a Third-Party Manager. Betterment's fee of 0.15% is in addition to Lakeside Planning's fee. Investment management is also included with Ongoing Comprehensive Financial Planning, which is billed as 0.50% of total household net worth with a $4,000 minimum.