Hayley Snell is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 8 years of industry experience. Hayley 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
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 →Other Business Activities
Hayley works as a Wealth Manager and Registered Representative at Lindberg & Ripple, spending nearly full-time hours on reporting, supervision, trading, and rebalancing. She also serves as Chief Compliance Officer for LRI Investments, LLC, dedicating about a quarter of her time to compliance oversight, and owns SP Investments Squared, LLC, spending minimal time on ownership interest.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, 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.