Lakeside Financial Planning, LLC

Overview

Lakeside Financial Planning, LLC is an independent registered investment adviser that concentrates on individual and family clients. The firm combines ongoing portfolio management with financial planning and educational workshops, charging a mix of percentage-of-assets and fixed fees. Investment activity skews toward publicly traded equities — exchange-traded vehicles make up the largest sleeve of client portfolios — and the firm manages client assets on a discretionary basis. Lakeside does not position itself as an ESG-focused shop and is not structured as a multi-state adviser in its filing classification. It is not a capital allocator, so allocations to externally managed private funds are handled through third-party managers rather than in-house fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices