Lakeview Financial Planning
Lakeview Financial Planning (CRD# 289377) is a financial advisory firm headquartered in , . They manage $2,700,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lakeview Financial Planning
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$270,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Lakeview Financial Planning
1
Michael Marchetti (CRD# 6485909) is an Investment Advisor Representative working at Lakeview Financial Planning in Shirley, MA and has over 7 years of experience in the finance industry.
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