Michael Graham
Michael Graham is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Elmhurst, IL, with 35 years of industry experience. Michael 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 (1)
Customer Dispute
March 1994Other 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.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Securities America, INC.Broker
Ferris, Baker Watts IncorporatedBroker
H.J. Meyers & CO., INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations13 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.