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.
14 S Hickory St, Frankfort, IL, 60423
Get directionsBruce sells fixed insurance products and is a registered advisor with LSIA. The filing does not specify the time commitment for these activities.