Firm
Lsia
Bloomfield Hills, Michigan
Fee-only
Lsia at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 10 employees and 172 individual clients, 131 of them high net worth.
- Its average account is about $2.2 million (assets it manages divided by its 432 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Website | mylsiainstitutional.com |
| Phone | (414) 459-1759 |
Lsia fees
Lsia doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $932 million |
| Individual clients | 41 |
| High-net-worth clients | 131 |
| Accounts managed | 432 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-69340) |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 146829 |