Lakeside Financial Planning, LLC
Lakeside Financial Planning, LLC (CRD# 170716) is a financial advisory firm headquartered in Burlington, MA. They manage $11,368,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$199,439
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jared Hoole (CRD# 4640148) is an Investment Advisor Representative working at Lakeside Financial Planning, LLC in Burlington, MA and has over 4 years of experience in the finance industry.