LaSalle St. Investment Advisors, LLC offers personalized fee-based financial planning and investment management services to individuals, trusts, estates, pensions, and small businesses. Founded in 1999 and based in Elmhurst, Illinois, the firm provides both non-discretionary and discretionary investment management programs, such as the LaSalle St. Asset Management Program, alongside retirement planning, cash flow management, tax planning, estate planning, and education funding. LaSalle St. Investment Advisors also connects clients with third-party money managers and wrap fee programs. Investment recommendations generally cover exchange-listed securities, mutual funds, exchange-traded funds, equities, fixed income, options, and alternative investments. The firm emphasizes tailored asset allocation and periodic portfolio rebalancing based on each client's individual risk tolerance and objectives.
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.