Join Us
We Listen…
and this is what we hear from advisors at other firms:
The LaSalle St. Partnership
Why partner with us?
We enjoy a longstanding, 25-year relationship with Fidelity Clearing & Custody.
We operate a World Class Bond Desk—clients gain access to the most competitive fixed-income yields available.
Our trading desk offers superior service, staffed with expert traders.
We have the most diligent compliance professionals and efficient processes to protect your success.
Feel at home with our Broker Services Team, averaging 15 years of experience. They will facilitate getting your accounts opened under the right registrations, moving assets timely and effectively, or just providing peace of mind that everything is moving along smoothly.
Leverage our talented Business Development Team, assisting in succession planning, staff recruiting and development, branding and marketing support.
Direct access to our seasoned Executive Team with over 100 years of industry experience.
“You’ve worked hard to build your practice, and you deserve a strong partner that can provide peace of mind for the future of your business.”
Mark Contey
How we compare
| Fees | LaSalle St. | Other Firm A | Other Firm B | |||||
| Affiliation Fee | $0 | $99/Month | $125/Month | |||||
| Technology Fee | $0 | $199/Month | $250/Month | |||||
| E&O Insurance | $1,500/Year* | $2,750/Year | $3,000/Year | |||||
| Advisory Platform Fee | 5 Basis Points | 12 Basis Points | 18 Basis Points | |||||
“Couldn’t be happier to have found LaSalle St. They have truly given me the framework to run my business the way I have always wanted to. I couldn’t be more exited about the future of my business which I couldn’t say with my former firm.”
Jeff Talarico
Affiliated in 2019
Customize the Relationship
Working directly with our Executive Team we will discover your practice, charting a course with you, customizing the right relationship as it makes sense, creating a path for us to thrive together for many years to come.
Our average advisor tenure is 15+ years.
Thrive at LaSalle St.
The Premiere Wealthscape platform from Fidelity
Electronic account opening with Docusign eSignatures
Access to thousands of the top Equities, ETF’s, Mutual Funds
Performance Reporting
Planning solutions and CRM Integrations
As an independent firm, LaSalle St. has been able to grow as the industry continues to consolidate. With strong financials and a family culture our solid team of professionals have been gracefully overcoming challenges for 45+ years.
Join Us at LaSalle St.
Ready for a discussion? Let’s Talk!
Contact Mark Contey directly, or fill out the form below.
Mark Contey
Chief Marketing Officer
mark@lasallest.com
630-600-0360