Marie Kata
Marie Kata is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Edina, MN, with 32 years of industry experience. Marie 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
7760 France Avenue, Suite 1100, Edina, MN, 55435
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Other Business Activities
Marie is associated with LaSalle St. Investment Advisors, L.L.C., a registered investment advisor (RIA).
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Eisner Securities, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Montano Securities CorporationBroker
R.J. Steichen & CompanyBroker
State Registrations3 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.