Todd Morgan
Todd Morgan is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Elmhurst, IL, with 41 years of industry experience. Todd 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
940 N. Industrial Dr., Elmhurst, IL, 60126-1131
Get directionsHistory
Regulatory History (5)
Regulatory
September 1997Customer Dispute
March 1994Customer Dispute
August 1993Regulatory
February 1991Customer Dispute
October 1990Other Business ActivitiesSells Insurance
Todd is associated with LaSalle St. Investment Advisors, L.L.C. as a Registered Investment Advisor (RIA) and also sells fixed insurance products.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Prudential Securities IncorporatedBroker
Kobrin Securities, INC.Broker
State Registrations28 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.