Kerry Poulson
Kerry Poulson is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in St George, UT, with 25 years of industry experience. Kerry 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
St George, UT
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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 Activities
Kerry is a 100% owner/officer of True Course Investment Management, providing investment management services and financial planning.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Previous Registrations
Scf Investment Advisors, INC.
Scf Investment Advisors, INC.
Fisher Investments
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
Qa3 Financial LLC
USA Financial Securities Corporation
Oneamerica Securities, INC.
State Registrations4 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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