MM
ChFC
MM
ChFC

Mark Miracle

37 Years of Experience
Noblesville, IN
BrokerSells Insurance

Mark Miracle is a ChFC-designated registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Noblesville, IN, with 37 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
161 advisors
Number of Clients
14,284 clients
Average Client Portfolio
$402K average
Assets Under Management
$5.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

978 Conner St, Noblesville, IN, 46061

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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 is involved in fixed insurance sales through Miracle Insurance Source, Inc.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
December 2015 - Present · 10 yrs 10 mos
Lasalle St Securities, L.L.C.Broker
January 2002 - Present · 24 yrs 9 mos
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
June 2006 - December 2008 · 2 yrs 6 mos
Proequities, INC.Broker
April 1999 - February 2002 · 2 yrs 10 mos
Cna Investor Services, INC.Broker
March 1986 - January 1990 · 3 yrs 10 mos
F & G Securities, INC.Broker
September 1985 - February 1986 · 5 mos
Mutual of Omaha Fund Management CompanyBroker
May 1980 - September 1985 · 5 yrs 4 mos
State Registrations7 states
AZFLILINKYNMTX
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.
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