Lakeshore Capital Group Inc

Fees and Compensation - Item 5

 Financial Planning Fees
 Lakeshore Capital provides its clients financial planning services. Prior to engaging Lakeshore Capital to provide
 consulting services, the client will be required to enter into a financial planning agreement with our firm. The
 Agreement will set forth the terms and conditions of the engagement and describe the scope of the services to
 be provided and the fee that is due from the client. Lakeshore Capital will charge a fixed fee of up to $20,000.00
 for financial planning services. Fees are payable as invoiced. All agreed upon services will be completed within 6
 months of payment. If the client hires our firm for ongoing portfolio management services, we will either refund
 the financial planning fee or we will reduce our portfolio management fees by the amount of financial planning
 fee paid by the client.

 Either party may terminate the financial planning agreement by written notice to the other. In the event the client
 terminates Lakeshore Capital’s financial planning services, the balance of prepaid, unearned fees (if any) will be
 refunded to the client promptly.

 Portfolio Management Services Fees
 For portfolio management services, Lakeshore Capital charges an annual fee of up to 1.50% of assets under
 management. Fees are payable quarterly in advance, and are based on the value of the assets on the last day of
 the quarter just ended. Other fee payment arrangements can be negotiated on a case-by-case basis. All fee
 payment arrangements will be listed in the advisory agreement signed by the firm and the client.

 The fee is deducted from the client's account held at the custodian. The client authorizes us to debit the fee from
 the client’s account. If insufficient cash is available to pay such fees, securities in an amount equal to the balance
 of unpaid fees will be liquidated to pay for the unpaid balance. We may deduct the fee from a single, client-
 designated account to facilitate billing. We encourage you to carefully review the statements you receive from
 the qualified custodian. If you have questions about your statements, or if you did not receive a statement from
 the qualified custodian, please call our office number located on the cover page of this brochure. In limited cases,
 we may invoice the client directly for the payment of fees.

Lakeshore Capital Group, Inc.
Form ADV Part 2A Brochure

 The fee listed above includes the compensation received by the model provider. We may modify the fee at any
 time upon 30 days’ written notice.

 Our annual fee is exclusive of and in addition to brokerage commissions, transaction fees, and other related costs
 and expenses, which will be incurred by the client. However, we will not receive any portion of the commissions,
 fees, and costs. Please see Item 12 – Brokerage Practices for further information on brokerage and transaction
 costs.

 The portfolio management agreement may be canceled at any time by the client or by Lakeshore Capital with 30
 days’ prior written notice to the other party. All prepaid, unearned fees will be refunded to the client.

 Additional Information About Fees and Expenses
 Advisory recommendations are based on financial information and situation that you disclose to us at the time
 the services are provided. Certain assumptions may be made with respect to interest and inflation rates and the
 use of past trends and performance of the market and economy. Past performance is in no way an indication of
 future returns. As your financial situation, goals, objectives, or needs change, you must notify us promptly.

 Lakeshore Capital’s fees are negotiable based on the complexity of client goals and objectives and level of services
 rendered. Fees are charged as described above and are not based on a share of capital gains of the funds of an
 advisory client. We also allow Associated Persons servicing the account to negotiate the exact investment
 management fees within the range disclosed in our Form ADV Part 2A Brochure. As a result, the Associated Person
 servicing your account may charge more or less for the same service than another Associated Person of our firm.
 Further, our annual investment management fee may be higher than that charged by other investment advisors
 offering similar services/programs.

 All fees paid to Lakeshore Capital for investment advisory services are separate and distinct from the fees and
 expenses charged by mutual funds or exchange traded funds to their shareholders. These fees and expenses are
 described in each fund's prospectus. These fees generally include management fees, other fund expenses, early
 redemption fees, and possible distribution fees. A client could invest in a mutual fund directly, without the
 services of Lakeshore Capital. In that case, the client would not receive the services provided by Lakeshore Capital,
 which are designed, among other things, to assist the client in determining which mutual fund or funds are most
 appropriate to each client's financial condition and objectives. Accordingly, the client should review both the fees
 charged by the funds and the fees charged by Lakeshore Capital to understand fully the total amount of fees to
 be paid by the client and to evaluate the advisory services being provided.

 Mutual funds generally offer multiple share classes based upon certain eligibility and/or purchase requirements.
 For instance, in addition to retail share classes (typically referred to as class A, class B, and class C shares), mutual
 funds may also offer institutional share classes or other share classes that are specifically designed for purchase
 by investors who meet certain specified eligibility criteria, including, for example, whether an account meets
 certain minimum dollar amount thresholds or is enrolled in an eligible fee-based investment advisory program.
 Institutional share classes usually have a lower expense ratio than other share classes.
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Types of Clients - Item 7

 We generally offer investment advisory services to individuals, pension and profit-sharing plans and their
 participants, trusts, estates, charitable organizations, corporations, and other business entities. Lakeshore Capital
 does not have a minimum asset requirement open and maintain an advisory account.

Lakeshore Capital Group, Inc.
Form ADV Part 2A Brochure

                   Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 Where we develop in house asset allocation models, we rely on fundamental and technical analysis:

     •    Fundamental Analysis – Fundamental analysis is a method of evaluating a company or security by
          attempting to measure its intrinsic value. In other words, trying to determine a company’s or a security’s
          true value by looking at all aspects of the business, including both tangible factors (e.g., machinery
          buildings, land, etc.) and intangible factors (e.g., patents, trademarks, “brand” names, etc.). Fundamental
          analysis also involves examining related economic factors (e.g., overall economy and industry conditions,
          etc.), financial factors (e.g., company debt, interest rates, management salaries, and bonuses, etc.),
          qualitative factors (e.g., management expertise, industry cycles, labor relations, etc.), and quantitative
          factors (e.g., debt-to-equity and price-to-equity ratios). The end goal of performing fundamental analysis
          is to produce a value that an investor can compare with the security's current price in hopes of
          determining what sort of position to take with that security (underpriced = buy, overpriced = sell or
          short). This method of security analysis is considered the opposite of technical analysis. Fundamental
          analysis is about using real data to evaluate a security's value. Although most analysts use fundamental
          analysis to value stocks, this method of valuation can be used for just about any type of security. The risk
          associated with fundamental analysis is that information obtained may be incorrect and the analysis may
          not provide an accurate estimate of earnings, which may be the basis for a stock's value. If securities
          prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable
          performance.

      • Technical Analysis – Technical analysis is a technique that relies on the assumption that current market
        data (such as charts of price, volume, and open interest) can help predict future market trends, at least
        in the short term. It assumes that market psychology influences trading and can predict when stocks will
        rise or fall. Technical trading models are mathematically driven based on historical data and trends of
        domestic and foreign market trading activity, including various industry and sector trading statistics
        within such markets. Technical trading models, through mathematical algorithms, attempt to identify
        when markets are likely to increase or decrease and identify appropriate entry and exit points. The
        primary risk of technical trading models is that historical trends and past performance cannot predict
        future trends, and there is no assurance that the mathematical algorithms employed are designed
        properly, updated with new data, and can accurately predict future market, industry, and sector
        performance.

 Third-party model providers develop asset allocation models in accordance with their investment programs. In
 such cases Lakeshore Capital will not implement its own methods of analysis. Clients should refer to the relevant
 third-party model provider’s Form ADV Part 2 Brochures or other disclosure documents for more information
 about the methods of analysis used by those firms.

 Investment Strategies
 The investment strategy for a specific client is based upon the objectives stated by the client during consultations
 and documented in the client profile. The client may change these objectives at any time. Each client’s profile
 contains information related to the client’s risk tolerance and any investment restrictions. Any other
 documentation as required by our firm that documents the client’s objectives and their desired investment
 strategy will be retained as part of the client’s file.

 Investing in securities involves risk of loss that clients should be prepared to bear. Clients should fully
 understand the nature of the contractual relationship(s) into which they are entering and the extent of their
 exposure to risk. Certain investing strategies may not be suitable for many members of the public. You should

Lakeshore Capital Group, Inc.
Form ADV Part 2A Brochure

 carefully consider whether the strategies employed would be appropriate for you in light of your experience,
 objectives, financial resources, and other relevant circumstances.

 Recommendation of Particular Types of Securities: As disclosed under the “Advisory Business” section in this
 Brochure, we provide advice on various types of securities and we do not necessarily recommend one particular
 type of security over another since each client has different needs and different tolerance for risk. Each type of
 security has its own unique set of risks associated with it and it would not be possible to list here all of the specific
 risks of every type of investment. Even within the same type of investment, risks can vary widely. However, in
 very general terms, the higher the anticipated return of an investment, the higher the risk of loss associated with
 it.

 General Investment Risk: All investments come with the risk of losing money. Investing involves substantial risks,
 including complete possible loss of principal plus other losses and may not be suitable for many members of the
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