Advisor at Lakeview Investment Advisors, LLC
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Firm
Lakeview Investment Advisors, LLC
Location
Plymouth, MN
Credentials
CFA®, Series 65
Industry experience
12 years
William Westhoff is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been the sole advisor at Lakeview Investment Advisors, LLC since 2002. Lakeview Investment Advisors, LLC is a Minnesota state-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, small businesses, and charitable accounts. The firm emphasizes diversified portfolios constructed from individual stocks and bonds, mutual funds, and ETFs, with ongoing monitoring and tactical adjustments within set limits.
Based on Lakeview Investment Advisors, LLC
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - and over: 0.65% annually
Account minimum: $250,000 (negotiable) Fee-only: Fees are assessed quarterly in advance as a percentage of assets under management using a tiered rate schedule
Plymouth, MN
Minnesota · Texas
Lakeview Investment Advisors, LLC
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Plymouth, MN
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