Peter Lewis
Peter Lewis is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in McHenry, IL, with 14 years of industry experience. Peter 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
5435 Bull Valley Rd Suite 300, McHenry, IL, 60050
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2017Customer Dispute
June 2015Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Peter is involved in insurance sales and receives office rental payments from his securities business. The filing does not specify the time commitment for these activities.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Associated Investment Services, INC.Broker
World Equity Group, INC.Broker
State Registrations25 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.