William Theis
William Theis is a registered investment advisor at Lasalle Investment Advisors, INC., based in Lisbon, WI, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 227 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LaSalle Investment Advisors offers several fee structures for managing your investments:
- LaSalle Stock Portfolio Rate: 1.00% for individual stocks recommended by the LaSalle Investment Committee.
- Standard Advisory Rate: 1.00% for individual stocks not in the LaSalle Stock Portfolio, but previously recommended or requested by the client, and for money market funds destined for investment.
- Pooled Accounts Advisory Rate: 0.75% for assets in recommended mutual funds and annuities.
- Asset Tracking Advisor Rate: 0.50% for assets not previously recommended or purchased through the firm, but still tracked and monitored.
- Account Servicing Rate: 0.25% for cash, cash equivalents, fixed accounts, and non-managed assets not destined for reallocation.
- Flat Rate: 1.25% or 1.50% for accounts managed at a flat rate based on size and complexity.
LaSalle Investment Advisors charges a minimum annual retainer of $250.00.
Location
Lisbon, WI
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2022Customer Dispute
May 2009Other Business Activities
William is a Financial Advisor/Registered Representative at Superior Financial Services since 2021, servicing clients and managing their portfolios. He dedicates a significant amount of time to this, working 10 hours per week, with 30 hours per week during securities trading hours.
Employment History
Current Registrations
Lasalle Investment Advisors, INC.
Superior Financial Services,inc.Broker
Previous Registrations
Freedom Investors CORP.Broker
Freedom Investors CORP.
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
State Registrations2 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.