Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Street charges an annual management fee, up to 2% of assets under management, for discretionary investment management services. For non-investment management clients or those needing disproportionate consulting, hourly or fixed fees are agreed upon. Financial consulting fees start at $2,500 on a fixed fee basis, then $100-$300 hourly. For assets under advisement (non-discretionary), fees are up to 1.5% annually.
Areas of Practice
Advisor Information
Office location
128 N. May Street, Floor 2, Chicago, IL, 60607
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a Managing Partner at Lake Street Private Wealth, LLC, dedicating full-time hours to financial services. He is also an insurance agent at PKSF, spending a few hours per week on marketing and sales of non-securities insurance products.