Lakeshore Wealth Management LLC

RIAState Registered

Total AUM

$77M

Discretionary

$77M

100% of AUM

Avg account

$93.3K

Accounts

825

Employees

Advisory reps

Firm details

Headquarters: Lake Lotawana, Missouri
CRD number: 331324
Website: lakeshorewealthkc.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.96%
HNWI40.93%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lakeshore Wealth Management LLC is an independent, individual-owned RIA that serves both individual and institutional clients. The firm combines fee-based advisory work (percentage of AUM, hourly, and fixed fees) with insurance brokerage services. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selecting third-party managers. Lakeshore identifies itself as an active capital allocator but does not position itself as an ESG investor or a multi-state adviser.