Elliot J Silverstein

Lri Investments

16 Years of Experience

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Firm Information

Lri Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

25 advisors

Number of Clients

422 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Financial Plan Fee:$650 - $2,500

Hourly Rate:$150 - $350/hr

Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningEducation PlanningInsurance PlanningDivorce PlanningReal Estate Investing

Advisor Information

Office location

Fort Lauderdale, FL

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2017

Denied

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Other Business ActivitiesSells Insurance

Elliot works as a Registered Representative for M Holdings Securities dba Lindberg & Ripple, advising investment and insurance clients full-time. He also works as a Wealth Advisor for Lindberg & Ripple, bringing on life insurance clients, and dedicates minimal time to other roles including solicitor, referral partner, consultant, and founder of a non-profit.