Arriana Neese
Arriana Neese is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 3 years of industry experience. Arriana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.
Fee Estimator
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
Get directionsHistory
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
Arriana works as a marketing associate with Lindberg & Ripple through M Holdings Securities, dedicating full-time hours to this role. She also receives trail commissions from an insurance business since 2012, but has no active position and spends no time on it.
Employment History
Current Registrations
Lri Investments
State Registrations8 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.
Exams
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