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Michael Graham

Lasalle St. Investment Advisors, L.L.C.
35 Years of Experience
Alexandria, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Graham is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Alexandria, VA, with 35 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 14,284 clients with $5.7B in assets under management.

Lasalle St. Investment Advisors, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
161 advisors
Number of Clients
14,284 clients
Average Client Portfolio
$402K average
Assets Under Management
$5.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5M+0.70%

Schedule reflects the firm's managed discretionary program. Firm also offers the LaSalle St. Asset Management Program (LAMP) with higher suggested rates, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 Duke Street, Suite 300, Alexandria, VA, 22314

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History

Regulatory History (1)
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Customer Dispute
March 1994
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a health insurance agent for United Health One since 2010, dedicating minimal time to selling suitable health insurance plans. He also buys and sells collectible coins through online auction sites and owns Guilford Rental (Peerspace).

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
January 2006 - Present · 20 yrs 9 mos
Lasalle St Securities, L.L.C.Broker
October 2003 - Present · 23 yrs
Previous Registrations
Securities America, INC.Broker
August 1998 - October 2003 · 5 yrs 2 mos
Ferris, Baker Watts IncorporatedBroker
May 1995 - August 1998 · 3 yrs 3 mos
H.J. Meyers & CO., INC.Broker
July 1992 - May 1995 · 2 yrs 10 mos
J. W. Gant & Associates, INC.Broker
January 1991 - July 1992 · 1 yr 6 mos
State Registrations14 states
CADEFLGAIDMAMDNCNYORSCTXVAWV
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.
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