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CFP

Anthony Pace

Lri Investments
35 Years of Experience
Palm Beach Gardens, FL
4 DisclosuresBroker
View SEC Summary
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Anthony Pace is a CFP-designated registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 35 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B in assets under management.

Lri Investments
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
582 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

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History

Regulatory History (4)
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 2024
Settled
Regulatory
October 2023
Final
Customer Dispute
December 2008
Settled
Customer Dispute
April 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony is involved in several business activities, including being a member of LRI Holdings, LLC, and a Managing Principal at Lindberg & Ripple. He also serves as President of the Palm Beach Estate and Business Council and a Member of Lindberg & Ripple, LRI Investments LLC, dedicating a significant amount of time to these investment-related activities, including co-managing the firm and providing investment advisory services.

Employment History
Current Registrations
Lri Investments
October 2023 - Present · 3 yrs
M Holdings Securities, INC.Broker
February 2004 - Present · 22 yrs 8 mos
Previous Registrations
M Holdings Securities, INC.
February 2004 - April 2024 · 20 yrs 2 mos
Harvest Capital Advisors, LLC
March 2000 - February 2004 · 3 yrs 11 mos
Harvest Capital LLCBroker
January 2000 - February 2004 · 4 yrs 1 mo
Hartford Equity Sales Company INC.Broker
November 1999 - February 2004 · 4 yrs 3 mos
Linsco/private Ledger CORP.Broker
December 1997 - December 1999 · 2 yrs
1717 Capital Management CompanyBroker
May 1995 - December 1997 · 2 yrs 7 mos
Cigna Financial Advisors,inc.Broker
February 1991 - May 1995 · 4 yrs 3 mos
State Registrations22 states
ARCACOCTFLGAILLAMAMEMINCNHNJNMNYPARISCTXVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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