Graysen Vukasin
Graysen Vukasin is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Missoula, MT, with 7 years of industry experience. Graysen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 14,284 clients with $5.7B 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Schedule reflects the firm's managed discretionary program. Firm also offers the LaSalle St. Asset Management Program (LAMP) with higher suggested rates, and fees are negotiable.
Fee Estimator
Location
2901 W Broadway, #206, Missoula, MT, 59808
Get directionsHistory
Regulatory History (1)
Criminal
August 2024Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations5 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.
Exams
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