Lakeside North Capital Advisors, LLC
Assets Under Management
$2.1M
Number of Clients
11
Number of Advisors
1
Average Client AUM
$190K
AUM per Advisor
$2.1M
Compensation
Fee-Only (AUM)
About This Firm
Lakeside North Capital Advisors offers investment advisory services, working with clients to identify their goals, objectives, and risk tolerance. They create portfolios using individual stocks, bonds, options, ETFs, and no-load funds. They also offer the Lakeside Digital Asset Program (LDAP) for investments in digital assets. Portfolios are reviewed and rebalanced based on individual needs and goals.
Fee Structure
Lakeside North Capital Advisors is compensated through advisory fees charged quarterly in arrears. The standard management fee is an annualized 1.25% of assets under management. For investments in the Lakeside Digital Asset Program (LDAP), the management fee is an annualized 1.00%, paid quarterly in arrears. Fees may be negotiable based on related accounts or anticipated paid-in additions. Lakeside North has a $250,000 minimum account size, but LDAP has a $25,000 minimum account size. Smaller portfolios may be accepted in special circumstances.
Areas of Practice
Location
CA, United States