Michael O'callaghan
Michael O'callaghan is a CFP-designated registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Hingham, MA, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $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
Location
Hingham, MA
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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
Michael is the President of Harvest Financial Group LLC since 2006, dedicating full-time hours to investment-related financial advisory services. He also provides financial planning, tax preparation & planning, and is a licensed agent for life, health, and accident insurance, as well as real estate sales and notary public services.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
National Asset Management, INC.
National Securities CorporationBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Commonwealth Equity Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.
Exams
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