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 32 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
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
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