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

8555 River Road, Suite 470, Indianapolis, IN, 46240

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2015
Closed-No Action
Other Business ActivitiesSells Insurance

Bradley is the president of Keystone Wealth Management, Inc., a business created for tax and accounting benefits for self-employment. He also has fixed insurance and is associated with LaSalle St. Investment Advisors, L.L.C., a Registered Investment Advisor (RIA).

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
August 2012 - Present · 13 yrs 5 mos
Lasalle St Securities, L.L.C.Broker
January 2006 - Present · 20 yrs
State Registrations7 states
FLGAILINKYMISC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.