LRI Investments offers financial planning and investment management services to individuals, high-net-worth individuals, and businesses. Their services include retirement, college, and estate planning, as well as cash flow and budgeting, insurance, and tax planning. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. LRI Investments does not take custody of client funds.
Assets Under Management$2.8B
Clients582
Advisors24
Avg. per Client$4.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
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Location
24 Advisors at this firm
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