Richard Lakin is a registered investment advisor at Iron Financial LLC, based in Northbrook, IL, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 246 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.59% |
Maximum annual fees vary by strategy: Fixed Income at 0.35%, Core Plus at 0.50%, Incertus, High-Quality Equity, and Equity Income at 0.59%, Personalized Indexing at 0.65%, and customized portfolios up to 1.00%. All accounts are subject to a minimum fee of $50 per quarter.
Fee Estimator
Location
630 Dundee Road, Suite 300, Northbrook, IL, 60062
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Iron Financial LLC
State Registrations1 state
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
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