Lakeland Investor Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,080,658
Clients
61
Advisors
1
of 1 employees
About
The firm provides fee‑based wealth advisory and investment management to individuals, multi‑generational families, high‑net‑worth clients, small non‑profit organizations, small businesses, and sponsors/participants of qualified retirement plans. Services include comprehensive financial planning, à la carte consultations (retirement, estate, education), portfolio construction and ongoing management, and occasional referrals to third‑party money managers.
Investment programs are billed primarily as percentage‑of‑AUM and are implemented with client‑specific investment policy statements, ongoing monitoring, and quarterly portfolio performance reporting. The firm applies a mix of fundamental, technical, charting and cyclical analysis, uses Monte Carlo modeling for planning, and may employ tactical tools such as portfolio hedging with inverse ETFs and limited guidance on cryptocurrency exposure for clients with appropriate risk tolerance.
Noteworthy distinctions disclosed in the brochure include an affiliation with an insurance business operated by the firm’s principal, which may create potential conflicts when commissionable insurance products are recommended, and a defined practice around charitable giving: the firm recommends Donor Advised Funds, references Schwab Charitable/DAFgiving360, and may assume discretionary management of DAF assets once balances reach $100,000. The brochure also describes fiduciary advice for qualified plans under PTE 2020‑02, indicates the use of hypothetical and reported performance illustrations in its materials, and discloses a temporary dual registration related to an anticipated client transition to another registered adviser.
Client services
Expertise
Fee options
À la carte Investment Consultation Fee: $195 per consultation; À la carte Retirement Planning Fee: $695 flat fee with $295 retainer plus $295 annual updates; À la carte Estate Planning Fees: $695 flat fee with $295 retainer (for estates less than $2 Million) or $995 flat fee with $295 retainer (for estates greater than $2 Million) plus $295 annual updates; À la carte Education Planning Fees: $395 flat fee plus $195 annual updates
Less than $25,000 - $24,999: Max fee of 1.50% $25,000 - $99,999: 1.10%-1.25% $100,000 - $199,999: 1.00%-1.10% $200,000 - $299,999: 0.90%-1.00% $300,000+: 0.40%-0.90%
Main office
Conneaut Lake PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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