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.
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.
General Information |
| Firm Start Year: | 2014 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 16439115 |
| Name of Broker/Dealer: | n/a |
| Name of Custodial Firm: | Fidelity |
| States Licensed in: | Available to be licensed in all states |
| 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: | Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Annuity, Life |
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% |
FAQs |
Why should I choose you as my financial advisor?The feedback I have received from my clients is they appreciate the collaborative approach I take, the clarity I provide when it comes to financial matters, and the accessibility they have to me. Every person's situation is different as well as their journey with their finances. My goal is to make an impact on my clients financial life so they can enjoy more things in their day-to-day life as well as what they are planning for in their future. |
How are you compensated? How will I pay for your services?Fee-only. Percentage of assets under management or an annual financial planning retainer fee. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?Our accounts are managed on a discretionary basis so no permission is needed prior to buy or sell in tax deferred or tax free accounts. In taxable accounts we discuss and strategize any sell that would cause significant taxation. Alway using no cost trades when available. |
Will you be the only person working with me?Generally Yes. In the event we need another specialized professional, for example a CPA that works in our office, they would be in meeting attendance. |
Have you ever been charged with any breaches?No |
Disclosures |
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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. |
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Additional Detailed Disclosures |
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. |
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
| Mon. | 8:30 AM - 4:00 PM |
| Tue. | 8:30 AM - 4:00 PM |
| Wed. | 8:30 AM - 4:00 PM |
| Thu. | 8:30 AM - 4:00 PM |
| Fri. | 8:30 AM - 4:00 PM |
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