Advisor at LaSalle St. Investment Advisors, L.L.C.
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Firm
LaSalle St. Investment Advisors, L.L.C.
Location
Clarence, NY 14052
Credentials
CFP®, Series 63
Industry experience
14 years
Jayce Wallace is a CFP® with 14 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at Cadaret, Grant & Co., Inc. since 2014 and was involved with Floss Agency, Inc. for six years. Outside of his advisory role, Wallace is a committee member of the International Junior Masters Golf Tournament and serves on the board of the East Aurora Country Club. LaSalle St. Investment Advisors provides fee-based financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies across various asset classes and is notable for managing a substantial portion of its assets 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
9092 Main Street
Clarence, NY 14052
California · Florida · New York · Texas
Cadaret, Grant & Co., Inc.
2014 - Present (12 years)
Floss Agency, Inc.
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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