Anthony Pace is a CFP-designated registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 35 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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
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.
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2024Regulatory
October 2023Customer Dispute
December 2008Customer Dispute
April 2004Other Business Activities
Anthony is involved in several business activities, including being a member of LRI Holdings, LLC, and a Managing Principal at Lindberg & Ripple. He also serves as President of the Palm Beach Estate and Business Council and a Member of Lindberg & Ripple, LRI Investments LLC, dedicating a significant amount of time to these investment-related activities, including co-managing the firm and providing investment advisory services.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Harvest Capital Advisors, LLC
Harvest Capital LLCBroker
Hartford Equity Sales Company INC.Broker
Linsco/private Ledger CORP.Broker
1717 Capital Management CompanyBroker
Cigna Financial Advisors,inc.Broker
State Registrations26 states
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.