LAKESHORE WEALTH MANAGEMENT LLC

Overview

Lakeshore Wealth Management LLC is an independent, owner-operated registered investment adviser that blends fee-based wealth management with insurance brokerage capabilities. The firm acts as a capital allocator for both individual and institutional clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers when clients require capabilities beyond the in‑house desk. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Investment activity is tilted toward pooled public vehicles, with the largest share of client assets held in public funds and mutual funds. The firm also deploys capital into third‑party alternative managers — private equity and hedge funds — indicating an appetite for strategies that target return enhancement or diversification beyond traditional long-only equity and fixed income. Lakeshore is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices