Melinda Weiss is a registered investment advisor at Lfn Advisors INC., based in Muskegon, MI. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 95 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is LFN's direct management fee. LFN also uses Gradient Investments as a third-party manager, with fees ranging from 0.80% to 1.75% depending on the portfolio type and amount invested. Client-directed accounts have a flat quarterly fee of $60.
Fee Estimator
Location
700 Terrace Point Dr., Suite 325, Muskegon, MI, 49440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lfn Advisors INC.
State Registrations1 state
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.