James Coshun
James Coshun is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Elmhurst, IL, with 35 years of industry experience. James 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
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells fixed annuities, life insurance, and long-term care insurance. He also engages in fixed insurance sales and direct business related to fixed annuities and life insurance through ECA Marketing Group.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St. Investment Advisors, L.L.C.
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Marketing One Securities, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations11 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.