Hayley Snell is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 8 years of industry experience. Hayley is also registered as a broker, so some compensation may come from commissions on products sold. 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
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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.
Learn about disclosures →Other Business Activities
Hayley works as a Wealth Manager and Registered Representative at Lindberg & Ripple, spending nearly full-time hours on reporting, supervision, trading, and rebalancing. She also serves as Chief Compliance Officer for LRI Investments, LLC, dedicating about a quarter of her time to compliance oversight, and owns SP Investments Squared, LLC, spending minimal time on ownership interest.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
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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