Lakeside Planning
Lakeside Planning (CRD# 311120) is a financial advisory firm headquartered in , . They manage $8,104,183 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lakeside Planning
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$158,906
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX
Financial Advisors at Lakeside Planning
1
Andrew Mickley (CRD# 6768020) is an Investment Advisor Representative working at Lakeside Planning in Macungie, PA and has over 4 years of experience in the finance industry.
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