Lindsay Fleur is a registered investment advisor at Ll Financial Services, LLC, based in Ossining, NY, with 10 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 64 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LL Financial Services offers asset management services where they manage your investments on an ongoing basis. The fee ranges from 0.50% to 1.75% of the value of your portfolio annually, depending on the type of client, complexity, and the mix of investments. Fees are billed quarterly, in advance. LL Financial Services also offers asset management services for a flat annual fee ranging between $0 and $20,000.
Location
Ossining, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ll Financial Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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