Lakeshore Private Office LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“The Adviser charges $600 per hour for Strategic Counsel Services, including one-on-one strategic counsel for specialized diligence, portfolio architecture, investment research, or other private markets advisory matters provided by appointment or as otherwise agreed in writing.”

Flat or project fee

$5,000

“The Adviser charges a minimum one-time fixed fee of $5,000 for Portfolio Architecture and Strategic Blueprint Services, subject Page 6 Form ADV Part 2A — Firm Brochure to adjustment based on the complexity of the engagement and as set forth in the applicable agreement.”

Annual fee

$5,000/yr

“For ongoing Private Markets Advisory and Monitoring Services, the Adviser charges an annual retainer fee of $5,000 for each annual service period, in addition to an annual fee based on assets under oversight.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lakeshore Private Office LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The retainer fee is billed quarterly in arrears in installments of $1,250.”
• “At year end, the retainer fee is credited against the assets-under-oversight-based fee otherwise payable for that same annual service period, unless otherwise agreed in writing.”
• “All fees are payable by direct invoice and are billed in arrears unless otherwise provided in the applicable agreement.”

How Lakeshore Private Office LLC’s fees compare

• Its hourly rate of $600 is above the Illinois median of $273. 96% of the 215 other Illinois planners that publish an hourly rate charge less.
• 51 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Illinois median of $4,500. 53% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 20 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Illinois median of $7,500. 30% of the 77 other Illinois planners that publish an annual fee charge less.
• 9 of the 25 other planners in Chicago that publish an annual fee charge less.

About Lakeshore Private Office LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343512

Phone

(872) 268-8421

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