Tel: 847-701-0400 1811 Hicks Rd. Suite A Rolling Meadows, IL 60008
About Christopher Barberini
Chris Barberini, the Director of Wealth Management at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that not only help maximize their money now, but also in the future.
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.
About Lakeshore Capital Group
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.
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%
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
Total Assets Under Management by Advisor:
$35,000,000
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?
Disclosures
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.
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.
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