LaSalle St. Investment Advisors (LSIA) provides financial planning and investment management services. LSIA offers advice on financial objectives, cash flow, tax planning, investments, asset allocation, education funding, retirement, and estate planning. LSIA manages investments on a discretionary or non-discretionary basis, tailoring programs to client risk tolerance and financial situations. LSIA also recommends third-party money managers.
Assets Under Management$4.3B
Clients11,941
Advisors162
Avg. per Client$360K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
162 Advisors at this firm
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