Lasalle St. Investment Advisors, L.L.C.
Assets Under Management
$4.3B
Number of Clients
11,941
Number of Advisors
154
Average Client AUM
$364K
AUM per Advisor
$28.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LSIA provides personalized financial planning and investment management services. They offer various advisory services including investment supervisory services, qualified plan consulting, third-party money managers, and financial planning. Services are tailored to client goals, risk tolerance, and liquidity needs.
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
Location
940 N. Industrial Dr., Elmhurst, IL, 60126-1131