Lakeshore Advisors

Overview

Lakeshore Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee schedule blends asset-based fees (percentage of AUM) with hourly billing for advisory work. The firm is state-registered in Florida and North Carolina. According to its disclosures it does not position itself as an ESG-focused investor, nor does it identify as a capital allocator or pension consultant; its advisory activities are centered on traditional planning and discretionary portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices