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Cheryl Germany-Higgins

Lasalle St. Investment Advisors, L.L.C.
28 Years of Experience
Tyler, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Cheryl Germany-Higgins is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Tyler, TX, with 28 years of industry experience. Cheryl 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

3304 South Broadway, Suite 101, Tyler, TX, 75701

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History

Regulatory History (2)
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.
Customer Dispute
May 2008
Settled
Customer Dispute
February 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cheryl is involved with Fixed Insurance and LaSalle St. Investment Advisors, LLC. She also volunteers at Cornerstone Free Medical Clinic, providing free medical care one Saturday per month without compensation.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
August 2008 - Present · 18 yrs 2 mos
Lasalle St Securities, L.L.C.Broker
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Chase Investment Services CORP.
July 2005 - August 2008 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
July 2005 - August 2008 · 3 yrs 1 mo
Banc One Securities Corporation
March 2005 - July 2005 · 4 mos
Banc One Securities CorporationBroker
May 1998 - July 2005 · 7 yrs 2 mos
State Registrations15 states
ARAZFLGAHIIAKSKYLANCOHORPATXVA
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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