Assets Under Management
$4.3B
Number of Clients
11,941
Number of Advisors
154
Average Client AUM
$364K
AUM per Advisor
$28.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
LSIA offers personalized financial planning and investment management services. They provide advice on financial objectives, cash flow management, tax planning, investment management, asset allocation, education funding, retirement planning, and estate planning. They manage accounts on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.
940 N. Industrial Dr., Elmhurst, IL, 60126-1131