Stacy Long
Stacy Long is a CFP-designated registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Virginia Beach, VA, with 29 years of industry experience. Stacy 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
780 Lynnhaven Pkwy, Ste 400, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2023Customer Dispute
April 2003Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Stacy sells fixed insurance under NTrust Wealth Management and operates her securities and investment advisory business through InTrust Financial Management. She also owns a rental property holding company and Stacy L. Long, LLC, which provides financial services, planning, and insurance, and is a Medicare Advantage Agent. She also serves as a Sustaining Advisor to The Junior League of Norfolk-Virginia Beach Board.
Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
Lasalle St. Investment Advisors, L.L.C.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
State Registrations7 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.