Lakeport Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakeport Advisors, LLC is an independent, state‑registered investment adviser that offers discretionary investment management and comprehensive wealth‑planning services to individuals and high‑net‑worth clients. The firm provides integrated wealth management, retirement account advice, and standalone financial planning and consulting engagements.
Lakeport constructs diversified portfolios using low‑cost mutual funds and ETFs and may include individual stocks, bonds or legacy positions where appropriate, applying fundamental, technical and charting analysis in its investment process. The firm generally takes a long‑term allocation approach while retaining discretion to rebalance or execute shorter‑term trades for tax management, cash needs, or changes in client objectives.
Notable for a newly established, small independent adviser, the firm discloses that its principal maintains multiple non‑advisory business interests (including farm‑related activities and other personal entities) and allocates measurable time to those activities rather than operating strictly as a dedicated solo‑practice adviser. The firm also operates through an institutional advisor platform that provides software and operational support, offers both bundled wealth management and hourly standalone planning, and does not employ outside money managers.
Client services
Expertise
Fee options
$0 - $500,000: 0.85% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.65%
$150 per hour for stand-alone financial planning services
Main office
Tabor SD
Advisors at this office
1
Most active in
South Dakota
Also doing business as
Lakeport Advisors LLC · Lakeport Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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