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Ryan Lachmansingh

23 Years of Experience
Palm Beach, FL
1 DisclosureBroker

Ryan Lachmansingh is a registered investment advisor at Northern Trust Securities, INC, based in Palm Beach, FL, with 23 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,053 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
127 advisors
Number of Clients
2,053 clients
Average Client Portfolio
$810K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.85%
$5M+0.75%

Rates apply to Fund Strategist Portfolio, Strategist UMA, and Equity and Balanced SMA strategies. Fixed Income SMA strategies have a separate schedule starting at 0.55%. Manager fees and product-level fees are in addition to these advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

440 Royal Palm Way, Suite 102, Palm Beach, FL, 33480

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History

Regulatory History (1)
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Customer Dispute
February 2008
Denied
Employment History
Current Registrations
Northern Trust Securities, INC
July 2015 - Present · 11 yrs 3 mos
Northern Trust Securities, INC.
July 2015 - Present · 11 yrs 3 mos
Northern Trust Securities, INC.Broker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Amerivest Investment Management, LLC
May 2009 - October 2014 · 5 yrs 5 mos
TD Ameritrade, INC.
May 2009 - October 2014 · 5 yrs 5 mos
TD Ameritrade, INC.Broker
April 2009 - October 2014 · 5 yrs 6 mos
Charles Schwab & CO., INC.
January 2006 - October 2008 · 2 yrs 9 mos
Charles Schwab & CO., INC.
September 2002 - December 2005 · 3 yrs 3 mos
Charles Schwab & CO., INC.Broker
September 2002 - October 2008 · 6 yrs 1 mo
Pruco Securities CorporationBroker
March 2002 - September 2002 · 6 mos
Prime Charter LTD.Broker
October 2001 - October 2001 · 0 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMTNCNDNENHNJNYOHORPASCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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