Advisor at LaSalle St. Investment Advisors, L.L.C.
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Firm
LaSalle St. Investment Advisors, L.L.C.
Location
Tyler, TX 75703
Credentials
Series 65
Industry experience
9 years
Deborah Vinson is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding a Series 65 credential and bringing nine years of industry experience. She has worked at Income Portfolio Strategies since 2013. Outside of her advisory role, she participates in Potpourri House, a local professional networking group. LaSalle St. Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both active and passive approaches, and manages accounts primarily on a non-discretionary basis.
Based on LaSalle St. Investment Advisors, L.L.C.
Based on LaSalle St. Investment Advisors, L.L.C.
Financial planning fixed fees typically range from $1,000 to $7,500
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.80% $2,000,001 - $5,000,000: 1.60% $5,000,001 - $10,000,000: 1.40% $10,000,001 - Negotiated: Negotiated
Approximately $250/hour for financial planning services
Account minimum: $25,000 Fee-only: Financial planning fees approximately $250/hour or fixed fees ranging from $1,000 to $7,500
6633 Oak Hill Blvd, Suite 100
Tyler, TX 75703
Arkansas · Texas
Income Portfolio Strategies
2013 - Present (13 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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