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VERIFIEDChristopher Barberini
Lakeshore Capital Group
1811 Hicks Rd. Suite A
Rolling Meadows, IL 60008
847-701-0400
About Lakeshore Capital Group
We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way.
We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.
See Disclosures
General Information
Firm Start Year
2014
No. of Employees
2-4
CRD#
5969705
Firm CRD#
325609
Insurance License#
16439115
Name of Broker/Dealer
n/a
Name of Custodial Firm
Fidelity
States Licensed in
Available to be licensed in all states
Years of Experience in Financial Services
11
Number of Years with Current Firm
8
Work Experience
Lakeshore Capital Group: September 2014 - Present Waddell & Reed: October 2011 - September 2014
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Services
Investment Types
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Email, Our Office, Video Conference
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Health, Annuity
Firm Information
Assets Managed by Firm
110,000,000
Advisor's Number of Clients
78
Advisor's Number of Managed Clients
78
Advisor's Number of Planning Clients
78
Assets Managed by Advisor
$35,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$400,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1.5%
Additional Details on Charges
Retainer Fee model also offered for Financial Planning only clients. 3 different pricing tiers available dependent on complexity.
Minimum Fee Charged for Managed Accounts
1.5%
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890960/retirementplanning-Lakeshore-Capital-Group-detailed-disclosure.html
Disclaimer
Lakeshore Capital Group is registered as an investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Electronic mail sent over the internet is not secure and could be intercepted by a third party. For your protection, avoid sending confidential identifying information, such as account and social security numbers. Further, do not send time-sensitive, action-oriented messages, such as transaction orders, fund transfer instructions, or check stop payments, as it is our policy not to accept such items electronically. All e-mail sent to or from this address will be received or otherwise recorded by the Lakeshore Capital Groups corporate e-mail system and is subject to archival, monitoring, or review by, and/or disclosure to, someone other than the recipient as permitted and required by applicable investment adviser regulation. Please contact us if there are any changes in your personal or financial situation and/or investment objectives for the purpose of reviewing, evaluating, and/or revising our previous recommendations and/or services. Additionally, if you change your address or fail to receive account statements from your account custodian, please contact our office.