Timothy Reed
Timothy Reed is a ChFC-designated registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in East Aurora, NY, with 28 years of industry experience. Timothy 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
634 Main Street Suite 200, East Aurora, NY, 14052
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
Timothy is associated with LaSalle St. Investment Advisors as a Registered Investment Advisor and sells fixed insurance products. He is also appointed with KAFL for insurance sales and is the beneficiary of JNL variable annuities for his domestic partner.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
AXA Advisors, LLCBroker
Polaris Financial Services, INC.Broker
Mutual Service CorporationBroker
Pruco Securities CorporationBroker
State Registrations12 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
More Advisors
- Conor CaseyLasalle St. Investment Advisors, L.L.C.
- Jon Zach, CFPLasalle St. Investment Advisors, L.L.C.
- Michael Bruno, ChFCLasalle St. Investment Advisors, L.L.C.