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Adam Tudor

Advisor at LaSalle St. Investment Advisors, L.L.C.

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LaSalle St. Investment Advisors, L.L.C. logo

Firm

LaSalle St. Investment Advisors, L.L.C.

Location

Elmhurst, IL 60126-1131

Credentials

CFP®, Series 63, Series 66

Industry experience

7 years

Fee options

Fixed

Financial planning fixed fees typically ranging from $1,000 to $7,500, negotiable

Percentage

$0 - $250,000: 2.50% (LAMP) $250,001 - $500,000: 2.25% (LAMP) $500,001 - $1,000,000: 2.00% (LAMP) $1,000,001 - $2,000,000: 1.80% (LAMP) $2,000,001 - $5,000,000: 1.60% (LAMP) $5,000,001 - $10,000,000: 1.40% (LAMP) $10,000,001+: Negotiated (LAMP) $0 - $100,000: 2.00% (Managed Programs) $100,001 - $250,000: 1.50% (Managed Programs) $250,001 - $500,000: 1.25% (Managed Programs) $500,001 - $1,000,000: 1.00% (Managed Programs) $1,000,001 - $3,000,000: 0.90% (Managed Programs) $3,000,001 - $5,000,000: 0.80% (Managed Programs) $5,000,001+: 0.70% (Managed Programs)

Project-based

Approximately $250 per hour for financial planning services, negotiable

Other

Account minimum: $25,000 (for Qualified Plan Consulting Services; negotiable in certain circumstances) Fee-only: Financial planning fees charged hourly (~$250/hour) or fixed fee ($1,000 to $7,500)

Work history

LaSalle St Investment Advisors

2020 - Present (6 years)

LaSalle St Securities

2020 - Present (6 years)

Indiana Wesleyan University

2016 - 2020 (4 years)

FBL Marketing Services

2015 - 2016 (1 year)

Indiana Farm Bureau Insurance

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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