Lri Investments
Assets Under Management
$1.4B
Number of Clients
422
Number of Advisors
25
Average Client AUM
$3.3M
AUM per Advisor
$56.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LRI Investments, LLC offers financial planning and investment advisory services to individuals, high-net-worth individuals, businesses, and financial institutions. Services include retirement, college, estate, cash flow, insurance, and tax planning, as well as diversified portfolio management with automatic rebalancing. Investment strategies are tailored to individual client needs and risk tolerance.
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
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410