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Lakeshore Financial Planning Inc.

Headquartered in SAINT CLAIR SHORES, MI

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Firm Information

Lakeshore Financial Planning Inc. is an investment advisor headquartered in SAINT CLAIR SHORES, MI. The firm manages $403,649,716 in assets for 1,290 clients. Their services include portfolio management for individuals.

Lakeshore Financial Planning Inc.

23201 JEFFERSON AVE

SAINT CLAIR SHORES, MI 48080

$403.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LAKESHORE FINANCIAL PLANNING INC. has a total of 1 branch locations across the country.
location

SAINT CLAIR SHORES, MI

Advisors at Lakeshore Financial Planning Inc.

View All 3 Advisors
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Jeffrey Francis Brayton

RA

SAINT CLAIR SHORES, MI

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Richard John Davenport

RA

SAINT CLAIR SHORES, MI

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Mark Edward Romin

CFP®, RA

SAINT CLAIR SHORES, MI

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Disclosures

There are no public disclosures for Lakeshore Financial Planning Inc..

Frequently Asked Questions (5)

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