Fee Only Brokerage
Brokerage Accounts are available for the fee only investor through LaSalle St. Investment Advisors. This type of account is actively managed in cooperation with the investor for a monthly fee. Typical investments under this arrangement include CDs, stocks, bonds, mutual funds, exchange-traded funds (ETFs) and publicly traded REITS and Limited Partnerships. These accounts are reviewed on a daily basis, account performance is compared against multiple benchmarks and account holdings are regularly reviewed to determine if they are meeting client expectations. Each account is personalized and structured based on the individual client’s goals. Unlike most bank and brokerage firms who utilize outside money managers that seem to trade stocks and bonds on a weekly basis, we take a longer term perspective and provide individualized services to our clients.