Christopher Barberini
Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations.
Chris has knowledge in wealth management, specifically, investment consultation, equity compensation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 65 registration as well as a life and health insurance license.
Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.
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.
2014
2-4 Employees
16439115
n/a
Fidelity
Available to be licensed in all states
8
Lakeshore Capital Group: September 2014 - Present Waddell & Reed: October 2011 - September 2014
Businesses, Individual Investors
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
Life, Health, Annuity
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Phone, Email, Our Office, Video Conference
Fee-Only
$400,000
Based on Assets, Flat Fee
1.5%
Retainer Fee model also offered for Financial Planning only clients. 3 different pricing tiers available dependent on complexity.
1.5%
110,000,000
78
78
78
$35,000,000
Yes
Why should I choose you as my financial advisor?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Will you be the only person working with me?
Have you ever been charged with any breaches?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
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.
