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John Sciaccotta

9 Years of Experience
Frankfort, IL

John Sciaccotta is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Frankfort, IL, with 9 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
11,941 clients
Average Client Portfolio
$364K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1.0M2.00%
$1.0M - $2.0M1.80%
$2.0M - $5.0M1.60%
$5.0M - $10.0M1.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20646 Abbey Woods Ct N, Suite 201, Frankfort, IL, 60423

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is a Managing Partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm, since 2009. This takes nearly all of his time, with a few hours per week spent during securities trading hours managing the firm.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Forum Financial Management, LP
November 2016 - November 2023 · 7 yrs
State Registrations4 states
COFLILTX
Advisor

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.

Exams
No exam information available for this advisor.
John Sciaccotta - Financial Advisor | TrueAdvisor