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Lorna Hayden

3 Years of Experience
New York, NY

Lorna Hayden is a registered investment advisor at Greenwood Hayden Legacy Partners, based in New York, NY, with 3 years of industry experience. Lorna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Greenwood Hayden Legacy Partners manages investments for pooled investment vehicles and single investor funds. The firm receives an annual management fee equal to 1.00% of the net asset value. The firm is also entitled to receive an annual performance-based fee equal to 10% of the appreciation of the net asset value with respect to a particular calendar quarter.

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Location

347 5th Avenue Suite 1402-240, New York, NY, 10016-5034

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Greenwood Hayden Legacy Partners
April 2022 - Present · 4 yrs 1 mo
State Registrations1 state
NY
Advisor

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.
Lorna Hayden - Financial Advisor | TrueAdvisor