Jonathan Hoy
Jonathan Hoy is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Providence, RI, with 31 years of industry experience. Jonathan 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
741 Westminster Street, #203, Providence, RI, 02903
Get directionsHistory
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
Jonathan sells and services fixed insurance products. This activity is insurance-related.
Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
Lasalle St. Investment Advisors, L.L.C.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Fidelity Brokerage Services LLCBroker
Tucker Anthony IncorporatedBroker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations21 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.