Chester Winn
Chester Winn is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Louisville, KY, with 26 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 11,941 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiable for accounts over $10,000,001. This schedule is for the LaSalle St. Asset Management Program (LAMP). LSIA also has a separate fee schedule for Managed Programs.
Fee Estimator
Location
3099 Breckenridge Lane, Ste 109, Louisville, KY, 40220
Get directionsHistory
Regulatory 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
Chester is an insurance agent selling fixed insurance products since 2014, dedicating a few hours per week. He is also an employee of L&N Credit Union.
Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
PFS Investments INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.