Conor Casey
Conor Casey is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in East Aurora, NY, with 38 years of industry experience. Conor 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
634 Main Street, Suite 200, East Aurora, NY, 14052
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Criminal
November 1992Other Business ActivitiesSells Insurance
Conor is involved with fixed insurance and is life insurance licensed through Specific Solutions General Agency. He is also associated with LaSalle St. Investment Advisors, LLC as a registered investment advisor.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Liberty Securities CorporationBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations5 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.