LRI Investments provides customized investment management and financial planning services primarily to individuals and high-net-worth clients, as well as businesses and institutions. LRI Investments builds diversified portfolios using stocks, bonds, exchange-traded funds, mutual funds, and options, tailored to each client's specific risk tolerance and goals. The firm offers both ongoing investment oversight and comprehensive financial planning covering retirement, taxes, estate planning, education funding, cash flow, and insurance. Client portfolios are managed on a discretionary or non-discretionary basis through independent custodial accounts. LRI Investments also offers retirement plan consulting for plan sponsors and manages held-away assets like employer retirement plans through third-party technology.
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.