LFN Advisors offers discretionary and non-discretionary investment management, financial planning, and acts as a solicitor for third-party money managers such as Gradient Investments. Financial planning services cover cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and legacy planning. LFN Advisors requires client accounts to be held at Interactive Brokers. The firm's managing member and representatives are also affiliated with Legacy Financial Network, where they may sell insurance products for commissions. LFN Advisors tailors its services to each client's financial goals and risk tolerance and generally serves individuals, trusts, estates, charitable organizations, and business entities.
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.