MH
MH

Mark Hamende

36 Years of Experience
Elmhurst, IL
BrokerSells Insurance

Mark Hamende is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Elmhurst, IL, with 36 years of industry experience. Mark 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

940 N. Industrial Dr., Elmhurst, IL, 60126-1131

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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 ActivitiesSells Insurance

Mark is involved in fixed insurance and owns an apartment building where he resides, collecting rent from other tenants. He is also a passive investor in Misha's Cupcakes.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
October 2016 - Present · 9 yrs 9 mos
Lasalle St Securities, L.L.C.Broker
January 1995 - Present · 31 yrs 6 mos
Previous Registrations
Griffin Financial ServicesBroker
March 1993 - November 1994 · 1 yr 8 mos
Citicorp Investment ServicesBroker
November 1991 - March 1993 · 1 yr 4 mos
Financial Horizons Securities CorporationBroker
January 1991 - March 1993 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1989 - January 1991 · 1 yr 8 mos
State Registrations13 states
AZCACOFLILINKYMIMOMSOHTXVA
AdvisorBrokerBoth

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.
Mark Hamende - Financial Advisor | TrueAdvisor