Glen Alan Coral

ChFC

Lri Investments

43 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

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

Advisor Information

Office location

109 Pheasant Run, Newtown, PA, 18940

Get directions

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

June 2004

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Glen is the President and Sole Managing Member of Turning Point Wealth Strategies, LLC, focusing on individual and group insurance consulting, sales, and service of non-variable products. He also works as a Marketer for JKJ Financial Services and M Holdings Securities, Inc., selling insurance and investment products, and as an Investment Advisory Representative for LRI Investments, LLC, providing investment advisory services.