David Lefebre
David Lefebre is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Clarence, NY, with 7 years of industry experience. David 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
9092 Main Street, Clarence, NY, 14031
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as a bartender at First Line Brewing and as salaried registered support staff at EMS Wealth Management, dedicating full-time hours to the latter. He is also involved with Emerling Floss Murphy & Associates LLC, selling life insurance.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Lasalle St Securities, L.L.C.
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Hsbc Securities (USA) INC.Broker
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.