Lakeshore Private Office LLC

Overview

Lakeshore Private Office LLC is an Illinois-registered limited liability company that provides advisory and planning services to individuals, small businesses, and institutional/business clients. The firm lists financial planning and portfolio management for both individuals/small businesses and for businesses or institutions among its core activities. Ownership is held by an individual rather than a corporate or institutional owner. The firm’s stated fee arrangements include asset-based fees (percentage of AUM), hourly billing, and fixed-fee engagements. FINTRX flags it as not active in ESG investing and not operating as a capital allocator. It is also not identified as a multi-state adviser.

Assets & Accounts

Location & Offices