Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
940 N. Industrial Dr., Elmhurst, IL, 60126-1131
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a board member at large for the American Legion Post 42 Charitable Foundation, spending minimal time. He also owns The Palomo Gulch, LLC (holding family property), Pillar Financial Advisors (DBA for his financial planning practice), and 224 Marion St LLC (created to hold investment property). Andrew also does occasional insurance sales as needed for financial planning.