Jon Zach
Jon Zach is a CFP-designated registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in East Aurora, NY, with 21 years of industry experience. Jon 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $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
Location
634 Main St, Suite 200, East Aurora, NY, 10452
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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 Activities
Jon is a partner at ZLC Group, CPA, participating in their CPA affiliate program since 2014, providing accounting, audit, and tax preparation services. This takes nearly full-time, with a portion of the time during securities trading hours.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
LPL Financial LLCBroker
Lasalle St Securities, L.L.C.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.
Exams
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