Peter Kearney
Peter Kearney is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Bannockburn, IL, with 31 years of industry experience. Peter 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
2217B Lakeside Drive, Bannockburn, IL, 60015
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
Peter refers group health insurance leads to Tom Terrill and shares commissions, dedicating minimal time to this. Peter also owns rental property and operates RSG Corp Inc. as an RIA, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
Lasalle St. Investment Advisors, L.L.C.
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations30 states
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