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Joseph Supina

23 Years of Experience
Elmhurst, IL
BrokerSells Insurance

Joseph Supina is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Elmhurst, IL, with 23 years of industry experience. Joseph 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
11,941 clients
Average Client Portfolio
$364K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1.0M2.00%
$1.0M - $2.0M1.80%
$2.0M - $5.0M1.60%
$5.0M - $10.0M1.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

940 N. Industrial Dr., Elmhurst, IL, 60126-1131

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph is a registered investment advisor with LaSalle St. Investment Advisors, L.L.C. He also sells fixed insurance products.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
August 2009 - Present · 16 yrs 9 mos
Lasalle St Securities, L.L.C.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
LPL Financial Corporation
February 2007 - August 2009 · 2 yrs 6 mos
LPL Financial CorporationBroker
February 2007 - August 2009 · 2 yrs 6 mos
Edward Jones
February 2007 - February 2007 · 0 mos
Edward JonesBroker
August 2002 - February 2007 · 4 yrs 6 mos
State Registrations14 states
ALCACOFLIAILINMAMIMNMTNVWAWI
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.
Joseph Supina - Financial Advisor | TrueAdvisor