LaSalle Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LaSalle Investment Advisors is an independent, state-registered advisory firm that manages portfolios for individuals, trusts, business profit-sharing plans and retirement plans, serving a modest client base with roughly $133.6 million in assets under management. The firm provides portfolio management alongside financial planning, long-term financial analysis, tax preparation consulting and related advisory services.
Investment decisions are guided by detailed asset-allocation models that diversify across multiple asset classes and by analysis methods including fundamental, technical, charting and cyclical approaches; accounts are monitored quarterly and reviewed with clients as needed. LaSalle implements both long-term and short-term strategies and can manage accounts on a discretionary or non-discretionary basis, with the ability to accommodate client-directed restrictions.
The firm’s business model differs from many peers in that some representatives are also registered with a FINRA broker-dealer and can implement recommendations on a commission basis, and the firm discloses receipt of commission-based and ongoing (e.g., 12b-1) compensation on certain products. LaSalle also places insurance products through an independent insurance brokerage and offers an uncommon specialty, performance-fee account structure used to fund environmental-giving objectives, features that distinguish it from typical team advisory firms.
Client services
Expertise
Fee options
Flat rate fees of 1.25% or 1.50% based on account size and complexity; initial set-up fee of $250.00
$0+: 1.00% (LaSalle Stock Portfolio Rate) $0+: 1.00% (Standard Advisory Rate) $0+: 0.75% (Pooled Accounts Advisory Rate) $0+: 0.50% (Asset Tracking Advisor Rate) $0+: 0.25% (Account Servicing Rate)
Commission fees charged by Superior Financial Services, Inc. for securities transactions; includes ongoing 12b-1 trailing commissions for mutual fund purchases
$125.00 per hour for consulting fees and special project management; negotiable depending on complexity
Specialty account fee with 2% base rate plus 20% performance fee if exceeding hurdle rate (Two & Twenty structure)
Minimum fee: Minimum annual retainer fee of $250.00, negotiable
Main office
See office1133 Quail Court Suite 100
Pewaukee WI 53072
Advisors at this office
3
Offices (3)
Most active in
Wisconsin
Also doing business as
Lasalle Investment & Business Management Services Inc · Lasalle Investment Advisors · Lasalle Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James F
Series 65
Pewaukee, WI
LaSalle Investment Advisors, Inc.
James Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with a Series 65 designation and three years of industry experience. He has worked at LaSalle since 2021 and previously held roles at Randstad and ISS. LaSalle Investment Advisors is an independent, state-registered firm managing portfolios for individuals, trusts, and retirement plans. The firm employs diversified asset-allocation models and multiple analytical approaches, offering both discretionary and non-discretionary account management along with financial planning and tax preparation consulting.
John F
Series 63, Series 65
Pewaukee, WI
LaSalle Investment Advisors, Inc.
John Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with 10 years of industry experience and holds Series 63 and Series 65 licenses. He is the owner and president of LaSalle Financial Services Inc., a general consulting business focused on securities selection and software system development. Additionally, he serves as a director of Petcoff Inc., Petcoff Developments Inc., Petcoff Enterprises Inc., and Petcoff Foundation Ind., which are involved in business development, real estate development, and foundation management. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with around $119 million in discretionary assets, utilizing client-specific asset allocation models and a combination of analytical methods to guide investment decisions.
Susan J
Series 65
Pewaukee, WI
LaSalle Investment Advisors, Inc.
Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.
William T
Series 63, Series 65
Lisbon, WI
LaSalle Investment Advisors, Inc.
William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.
John M
Series 63
Pewaukee, WI
LaSalle Investment Advisors, Inc.
John Maresh is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with LaSalle Investments since 1995 and has also been associated with Superior Financial Services, Inc. since 2017. Outside of his advisory role, he provides insurance services, including life, disability, and long-term care policies. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in assets. The firm uses client-specific asset allocation models and a combination of analytical approaches, with an internal investment committee guiding decisions and quarterly portfolio reviews.
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