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Lakeshore Advisors

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Client assets under management

$80,159,610

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Clients

101

79% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

51

Typical

Average account size

$793,660

About

Lakeshore Advisors provides discretionary portfolio management and associated financial planning to individual and high‑net‑worth clients, generally charging asset‑based fees and documenting objectives and restrictions in a written investment policy statement. The firm does not offer financial planning as a standalone service and may recommend unaffiliated external managers or private placement investments for portions of a client’s portfolio.

The firm’s investment approach is long‑term and grounded in modern portfolio theory, relying on model portfolios tailored to each client’s risk tolerance with ongoing monitoring and periodic rebalancing. Lakeshore also implements direct‑indexing programs through unaffiliated managers and uses AI‑based tools for analysis and meeting transcription, both of which the firm discloses as posing specific tracking, operational, and model risks.

Notably, a firm owner participates as a general partner in private investment partnerships and the adviser may facilitate co‑investments or recommend those private funds to accredited clients, a relationship the firm discloses as a potential conflict of interest. As a recently formed, supported adviser managing assets in the low‑to‑mid tens of millions per advisor, Lakeshore’s mix of direct indexing, external manager arrangements, and disclosed syndication relationships is less common among peers.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Tax-loss harvesting Wealth management General estate planning guidance General tax planning

Fee options

Percentage

$1 - $500,000: 1.50% $500,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%

Project-based
Other

Account minimum: $1

Main office location

Lakeshore Advisors

238 N. Park Avenue

Winter Park FL 32789, United States

Number of offices

3

Most active in

More info

Florida · North Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 321-464-5122

Advisors at this firm

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Thomas B

CFP®

Charlotte, NC

Lakeshore Advisors

Thomas Bengtson is a CFP® professional based in Winter Park, FL, with experience spanning roles at Lakeshore Advisors, PNC Bank, Northwestern Mutual, and other organizations. He has been with Lakeshore Advisors since 2026. Prior to that, he held various positions including at PNC Bank and Nike. Lakeshore Advisors provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, employing a long-term investment approach based on modern portfolio theory. The firm offers tailored investment strategies across a range of asset classes and maintains affiliations with private investment partnerships that can offer co-investment opportunities for accredited investors.

Passive / index investing Tax-loss harvesting Wealth management General estate planning guidance General tax planning
user avatar

John D

CFP®, Series 66

Winter Park, FL

Lakeshore Advisors

John Dewitt is a CFP® and Series 66-registered advisor with seven years of industry experience. He is currently with Lakeshore Advisors and has held prior roles at Pathstone, AllGen Financial Advisors, Stewardship Advisory Group, and Fidelity Investments. Outside of his advisory work, he co-manages two Airbnb properties with his wife, primarily assisting with pricing adjustments. Lakeshore Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs modern portfolio theory and a long-term trading approach, tailoring investment strategies to clients’ goals and risk tolerances, and offers co-investment opportunities through its affiliation with private partnerships.

Passive / index investing Tax-loss harvesting Wealth management General estate planning guidance General tax planning
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