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.
8555 River Road, Suite 470, Indianapolis, IN, 46240
Get directionsBradley 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).