LAKESHORE ADVISORS

Overview

Lakeshore Advisors is an independent registered investment adviser structured as a limited liability company that serves both individual and small institutional clients. The firm focuses on fee-based financial planning and portfolio management for individuals and small businesses, operating primarily under a percentage-of-assets model supplemented by hourly charges for advisory work. Its approach centers on public funds and mutual funds as the core building blocks of client portfolios, while also accessing third-party alternatives when appropriate. Lakeshore Advisors manages client relationships largely on a discretionary basis but retains a non-discretionary sleeve for certain accounts or client-directed strategies. The firm does not position itself as an ESG specialist, is not a multi-state adviser for its filings, and is owned by an individual. Advisory services emphasize personalized financial planning paired with portfolio construction built around broadly diversified public fund allocations and select alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices