Robert Ellington-Montes
Robert Ellington-Montes is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Missoula, MT, with 13 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $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
Location
105 Parker Ct, Missoula, MT, 59801
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business Activities
Robert is an employee of KMAM LLC, an SCorp owned by his spouse, where he receives W2 wages. His investment advisory compensation is paid to KMAM LLC instead of directly to him, and he spends nearly full-time on this activity.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations7 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.