Advisor at LaSalle St. Investment Advisors, L.L.C.
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Firm
LaSalle St. Investment Advisors, L.L.C.
Location
Las Vega, NV 89118
Credentials
Series 66
Industry experience
3 years
Kimberly Matley Threat is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. She holds a Series 66 designation and has worked previously at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. Kimberly also has experience in insurance and branding sectors earlier in her career. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies, including both active and passive approaches, and manages a significant portion of 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
6252 S. Rainbow Blvd, Ste 120
Las Vega, NV 89118
Nevada
Lam Enterprises LLC dba Link Financial Advisory
2023 - Present (3 years)
SECURITIES AMERICA, inc.
2022 - 2023 (1 year)
SECURITIES AMERICA, inc.
2017 - 2022 (5 years)
Bryan Davis (Insurance Agent) Hornor, Townsend, & Kent
2016 - 2017 (1 year)
Charged Branding LLC
2016 - 2016 (1 year)
International Property Developers, N.A. Inc.
2006 - 2016 (10 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.
Series 63, Series 66
Las Vegas, NV
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