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Matthew Nall

Lasalle St. Investment Advisors, L.L.C.
32 Years of Experience
Indianapolis, IN
5 DisclosuresBroker
View SEC Summary
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Matthew Nall is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Indianapolis, IN, with 32 years of industry experience. Matthew 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.

Lasalle St. Investment Advisors, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
161 advisors
Number of Clients
14,284 clients
Average Client Portfolio
$402K average
Assets Under Management
$5.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8555 River Road, Suite 470, Indianapolis, IN, 46240

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2007
Final
Regulatory
August 2006
Final
Regulatory
May 2006
Final
Employment Separation After Allegations
March 2005
Customer Dispute
March 2005
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew operates a lease agreement for a branch office and business checking account for Dymond Point Financial L.L.C. since 2005. This requires a few hours per week.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
January 2011 - Present · 15 yrs 9 mos
Lasalle St Securities, L.L.C.Broker
May 2005 - Present · 21 yrs 5 mos
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
August 2010 - December 2010 · 4 mos
Lasalle St. Investment Advisors, L.L.C.
March 2008 - October 2008 · 7 mos
Linsco/private Ledger CORP.Broker
August 1998 - April 2005 · 6 yrs 8 mos
Fortis Investors, INC.Broker
August 1994 - September 1998 · 4 yrs 1 mo
State Registrations23 states
AZCACODCFLGAIDILINKSKYMAMIMONCNYOHOKPASCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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