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Scott Slade

Lasalle St. Investment Advisors, L.L.C.
20 Years of Experience
Sun City West, AZ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Slade is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Sun City West, AZ, with 20 years of industry experience. Scott 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

13450 W Camino Del Sol, Ste #18A, Sun City West, AZ, 85375

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History

Regulatory History (1)
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
August 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is an independent advisor at Slade Financial Advisory PLLC since 2011, working full-time. He also owns and manages rental properties, dedicating minimal time to this activity.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
December 2024 - Present · 1 yr 10 mos
Lasalle St Securities, L.L.C.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Scf Investment Advisors, INC.
January 2015 - December 2024 · 9 yrs 11 mos
Scf Securities, INC.Broker
June 2014 - December 2024 · 10 yrs 6 mos
Raymond James Financial Services, INC.Broker
December 2010 - June 2014 · 3 yrs 6 mos
Edward JonesBroker
April 2008 - December 2010 · 2 yrs 8 mos
Mfs Fund Distributors, INC.Broker
June 2007 - February 2008 · 8 mos
USAA Investment Management CompanyBroker
December 2006 - May 2007 · 5 mos
Edward JonesBroker
March 2006 - October 2006 · 7 mos
State Registrations15 states
AZCAFLIDLAMDMSNJNMORPATXUTWAWI
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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