Ronald Chan
Advisor at Lakeside Financial Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lakeside Financial Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.
Based on Lakeside Financial Inc.
Based on Lakeside Financial Inc.
0.50% to 2.00% annually (management fee range)
Management consulting fees determined on a client-by-client basis, based on facts and circumstances
Performance fees ranging from 10% to 50% of net profits for "Qualified Clients" assessed monthly, quarterly, or yearly in arrears
Fee-only: Management fees ranging from 0.50% to 2.00% of assets under management, billed quarterly in arrears or in advance
Kirkland, WA
Illinois · Washington
Lakeside Financial LLC
2021 - Present (5 years)
Lakeside Financial LLC
2015 - 2021 (6 years)
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