About LASALLE INVESTMENT MANAGEMENT
LASALLE INVESTMENT MANAGEMENT is a financial advisory firm that specializes in helping clients reach their financial goals through expert advice and strategic planning. With a team of experienced professionals, LASALLE provides tailored solutions to meet the unique needs of each individual client.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and planning
- Customized solutions for each client
- Objective and unbiased advice
- Comprehensive financial services
Facts and Insights
With a long history in the financial industry, LASALLE INVESTMENT MANAGEMENT has established itself as a trusted and reputable firm. Here are some key facts and insights about the company:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 200+ | Over 30 years |
Financial Services Offered
LASALLE INVESTMENT MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. Some of the services include:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Insurance
Client Types
LASALLE INVESTMENT MANAGEMENT works with a variety of clients, including:
- High net worth individuals
- Families
- Business owners
- Institutions
Fees & Compensation
As a fiduciary, LASALLE INVESTMENT MANAGEMENT always puts their clients’ best interests first. The firm is transparent about their fees and compensation, which may include:
- Asset-based fees
- Fixed fees
- Hourly fees
- Commissions
Background
The professionals at LASALLE INVESTMENT MANAGEMENT have extensive experience and knowledge in the financial industry. The team includes certified financial planners, investment advisors, and estate planning attorneys, among others. The firm is also a member of various prestigious organizations, such as the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. LASALLE INVESTMENT MANAGEMENT has a clean record with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). For more information, clients can review the firm’s Form ADV, which is publicly available on the SEC’s website.