Alexander Heyniger is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 16 years of industry experience. Alexander 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 (1)
Criminal
November 2010Other Business Activities
Alexander is on the board of directors for Potapaug Gun Club, Inc. He is also an advisor for Lindberg & Ripple and Lindberg & Ripple, LRI Investments, LLC, spending well over full-time on these activities, and a partner in Alcort LLC.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
AXA Advisors, LLCBroker
State Registrations21 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.