Edward Perry
Edward Perry is a CFP-designated registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Saint Charles, IL, with 30 years of industry experience. Edward 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
22 N. 4th Street, Saint Charles, IL, 60174
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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
Edward is involved in fixed insurance sales, is a partner in a law practice, and owns Perry Wealth Counsel, P.C. for securities practice. He also co-owns a commercial real estate entity and is a notary public.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Lasalle St Securities, L.L.C.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Commonwealth Equity Services, INC.Broker
Vanguard Marketing CorporationBroker
Dickinson & CO.Broker
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.