Lyndon Harrison
Lyndon Harrison is a CFP-designated registered investment advisor at Wealthspan Investment Management, LLC, based in Naples, FL, with 13 years of industry experience. Lyndon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 294 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspan Investment Management charges a fee based on the value of your investments. The fee varies depending on the model portfolio your investments are placed in, and the fee is tiered, meaning the rate is applied to each value range. The total fee you pay includes Wealthspan's management fee and a fee paid to your investment advisor representative, which is a maximum of 1.25%. The fees are calculated and billed monthly.
For investments managed by a sub-adviser, the annual management fee is up to 0.60%, and the investment advisor representative may charge up to 1.25% on top of that, with the total fee not exceeding 2.00%.
Location
Naples, FL
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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 →Other Business ActivitiesSells Insurance
Lyndon is involved in several business activities, including residential property leasing, tax preparation, a non-profit promoting financial education, and church accounting. He also owns Gulf Harbor Benefits, LLC, selling fixed insurance products, and works as an accountant for Canyon Crest, LLC and Hancock Plumbing, Inc.
Employment History
Current Registrations
Wealthspan Investment Management, LLC
Previous Registrations
Bison Advisors
Truadvice LLC
Retirement Wealth Advisors, LLC
Grace Capital Management, LLC
Corinthian Wealth Management
USA Financial Securities Corporation
On Investment Management CO
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.