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Paladin Research Report For:

Christopher Barberini

Lakeshore Capital Group

1811 Hicks Rd. Suite A
Rolling Meadows, IL 60008
847-701-0400

About Christopher Barberini

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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890960/paladinregistry-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.