Royce Young is a registered investment advisor at Lfn Advisors INC., based in Muskegon, MI, with 12 years of industry experience. Royce 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, Insurance Planning, and 3 more. Their firm serves 179 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Fees shown represent the highest tier schedule for Strategic & Tactical portfolios managed through Gradient Investments. Other portfolio strategies (Allocation, Preservation, Legacy Tax Advantage, and non-Gradient portfolios) have different fee schedules ranging from 0.80% to 1.50%. Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
700 Terrace Point Dr., Suite 325, Muskegon, MI, 49440
Get directionsHistory
Regulatory History (1)
Criminal
April 1997Employment History
Current Registrations
Lfn Advisors INC.
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
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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