Brendan Yester is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 15 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
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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.
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Brendan works as a financial advisor and investment advisor representative for Mariner Financial Group, LLC, spending nearly full-time on investment advice and financial planning. He is also a registered representative for M Holdings Securities, Inc., dedicating a few hours per week to securities transactions, and a partner at Mariner Financial Group, LLC. Additionally, Brendan is a financial advisor at LRI Investments, LLC, spending nearly full-time there.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Mariner Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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.