Evan Altuzarra is a registered investment advisor at Lri Investments, based in Garden City, ID, with 1 years of industry experience. Evan 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
Garden City, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan works as an Investment Management Associate at JKJ Financial Services, starting in December 2024. This investment-related role involves various duties and takes nearly full-time hours.
Employment History
Current Registrations
Lri Investments
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.