LFN Advisors Inc. offers financial planning and asset management services. Financial planning includes help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and legacy planning. LFN Advisors uses Gradient Investments, a third-party money manager, for some client accounts. LFN Advisors does not sell commissioned products but is affiliated with Legacy Financial Network, which sells insurance.
Assets Under Management$16M
Clients95
Advisors4
Avg. per Client$160K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is LFN's direct management fee. LFN also uses Gradient Investments as a third-party manager, with fees ranging from 0.80% to 1.75% depending on the portfolio type and amount invested. Client-directed accounts have a flat quarterly fee of $60.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...