Gregory Shirk
Gregory Shirk is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Fort Wayne, IN, with 16 years of industry experience. Gregory 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
6315 Mutual Drive, Suite F, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2013Other Business ActivitiesSells Insurance
Gregory is affiliated with LaSalle St. Investment Advisors as a registered investment advisor and sells fixed insurance products. He also has an interest in Capital Investment Properties, LLC for rental homes, and is a joint power of attorney with his sister for his father.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.