Lakeview Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,496,900
Total clients
27
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$2,018,404
About
Lakeview Investment Advisors is a state-registered, fee-only advisory firm that provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, small businesses and charitable accounts. The solo advisor oversees roughly $54.5 million for 27 client relationships, with a stated preferred account minimum of $250,000 and an average account size near $2.0 million, and is not accepting new clients.
Portfolios are customized around a target asset allocation and constructed using individual stocks and bonds as well as mutual funds and ETFs, with smaller accounts generally limited to funds and ETFs to control transaction costs. The firm emphasizes diversification, ongoing monitoring against the client’s allocation benchmark, and delivers quarterly written reports and an Investment Commentary.
What distinguishes the firm from many peers is a formal, long-running affiliation with another registered adviser that provides shared technology, operational support, periodic sub-advisory services and a pre‑cleared back-up/succession arrangement. That affiliation is used both for routine back-up coverage (including periodic reviews by the affiliate during designated periods) and for a defined joint-client transition process in which select accounts may be sub-advised and fees shared, and the firm has documented this arrangement in its business continuity and succession plan.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$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
Main office location
Lakeview Investment Advisors, LLC
Plymouth MN, United States
Number of offices
1
Most active in
Lakeview Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")