Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Hayley works as a Wealth Manager and Registered Representative at Lindberg & Ripple, spending nearly full-time hours on reporting, supervision, trading, and rebalancing. She also serves as Chief Compliance Officer for LRI Investments, LLC, dedicating about a quarter of her time to compliance oversight, and owns SP Investments Squared, LLC, spending minimal time on ownership interest.