Lakeshore Wealth Management offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. For some clients, Lakeshore Wealth Management may recommend a third-party money manager to manage assets.
Assets Under Management$61M
Clients265
Advisors3
Avg. per Client$230K
Avg. per Advisor$20M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.35% |
| $4M+ | 1.20% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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