Lasalle Investment Advisors, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
LaSalle Investment Advisors manages investment portfolios for individuals, trusts, business profit sharing plans, and retirement plans. LaSalle works with clients to determine their investment objectives and risk tolerance, creating a client-specific allocation plan. Client portfolios are monitored and evaluated quarterly, with review meetings to discuss any changes in investment objectives.
Assets Under Management$120M
Clients227
Advisors5
Avg. per Client$520K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
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.
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