James Fitzgerald
James Fitzgerald is a registered investment advisor at Lasalle Investment Advisors, INC., based in Pewaukee, WI, with 2 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 227 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LaSalle Investment Advisors offers several fee structures for managing your investments:
- LaSalle Stock Portfolio Rate: 1.00% for individual stocks recommended by the LaSalle Investment Committee.
- Standard Advisory Rate: 1.00% for individual stocks not in the LaSalle Stock Portfolio, but previously recommended or requested by the client, and for money market funds destined for investment.
- Pooled Accounts Advisory Rate: 0.75% for assets in recommended mutual funds and annuities.
- Asset Tracking Advisor Rate: 0.50% for assets not previously recommended or purchased through the firm, but still tracked and monitored.
- Account Servicing Rate: 0.25% for cash, cash equivalents, fixed accounts, and non-managed assets not destined for reallocation.
- Flat Rate: 1.25% or 1.50% for accounts managed at a flat rate based on size and complexity.
LaSalle Investment Advisors charges a minimum annual retainer of $250.00.
Location
1133 Quail Court Suite 100, Pewaukee, WI, 53072
Get directionsHistory
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 →Employment History
Current Registrations
Lasalle Investment Advisors, INC.
State Registrations1 state
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.