Nope!
We have no asset minimums, and work with all clients regardless of the number in their investment account.
In fact, some clients have even decided to hire us for planning, and trade their own accounts.
We welcome it.
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Serving clients in West Michigan and beyond…
Alamo • Almena • Bangor • Baroda • Benton Harbor • Berrien Springs • Bloomingdale • Bridgman • Coloma • Comstock • Covert • Decatur • Douglas • Dowagiac • Eau Claire • Fennville • Galesburg • Glendale • Glenn • Gobles • Grand Junction • Hamilton • Hartford • Keeler • Lawrence • Lawton • Marcellus • Martin • Mattawan • Otsego • Parchment • Paw Paw • Plainwell • Portage • Pullman • Richland • Saugatuck • St Joseph • Schoolcraft • Scotts • Shelbyville • Shoreham • South Haven • Stevensville • Texas Township • Three Rivers • Vicksburg • Watervliet • and virtually across the county…
Advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), a Registered Investment Advisor. Securities offered through LaSalle St. Securities, LLC (LSS), member FINRA/SIPC. 310 Wealth Planning is not affiliated with LSIA or LSS.
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