Royce Young is a registered investment advisor at Lfn Advisors INC., based in Muskegon, MI, with 12 years of industry experience. Royce 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 (1)
Criminal
April 1997Employment History
Current Registrations
Lfn Advisors INC.
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
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.