Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
154 advisors
Number of Clients
11,941 clients
Average Client Portfolio
$364K average
Assets Under Management
$4.3B

Fee Structure

LSIA charges an annual fee based on assets under management. The fee schedule varies depending on the program (LAMP or Managed Programs). Fees are charged monthly in advance, based on the previous month-end balance. Fees are negotiable and may vary depending on the services rendered and the client relationship. LSIA also negotiates flat fee compensation structures. Clients pay separately for brokerage charges, custody expenses, and other fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

940 N. Industrial Dr., Elmhurst, IL, 60126-1131

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
January 2022 - Present · 4 yrs
Lasalle St Securities, L.L.C.Broker
October 2006 - Present · 19 yrs 3 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
June 1998 - September 2006 · 8 yrs 3 mos
State Registrations2 states
ILNV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.