MH
MH

Mark Hemmerly

12 Years of Experience
Indianapolis, IN
BrokerSells Insurance

Mark Hemmerly is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Indianapolis, IN, with 12 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
11,941 clients
Average Client Portfolio
$364K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1.0M2.00%
$1.0M - $2.0M1.80%
$2.0M - $5.0M1.60%
$5.0M - $10.0M1.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8555 River Road, Suite 470, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark works as a branch office administrator and sells fixed insurance products.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
May 2014 - Present · 12 yrs
Lasalle St Securities, L.L.C.Broker
March 2014 - Present · 12 yrs 2 mos
State Registrations6 states
GAIAILINKYMO
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.
Mark Hemmerly - Financial Advisor | TrueAdvisor