Advisor at LaSalle St. Investment Advisors, L.L.C.
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Firm
LaSalle St. Investment Advisors, L.L.C.
Location
Clarence, NY 14031
Credentials
Series 66
Industry experience
2 years
Michael Kaminska is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has two years of industry experience. Prior to joining LaSalle St., he worked at Cadaret Grant & Co., Inc. Outside of his financial advisory role, he works as a physical therapist at Kaleida Health. 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 range of investment strategies across asset classes, using both passive and active approaches, and manages significantly more assets under non-discretionary authority than discretionary.
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 St
Clarence, NY 14031
Massachusetts · New York
Cadaret Grant & Co., Inc.
2023 - Present (3 years)
Kaleida
2021 - Present (5 years)
Catholic Health
2016 - Present (10 years)
Buffalo Spine & Sports
2013 - 2016 (3 years)
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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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