Advisor at LFN Advisors Inc.
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Firm
LFN Advisors Inc.
Location
Muskegon, MI 49440
Credentials
Series 66
Industry experience
17 years
Ernest Anderson is a financial advisor at LFN Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Waddell & Reed and operates a marketing consulting business as a sole proprietor. Anderson is also a minority partner in a transition planning firm for advisors. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses multiple analytical methods and documents client objectives with investment policy statements to tailor portfolio strategies and provides ongoing monitoring.
Based on LFN Advisors Inc.
$0+: 1.2% annually (discretionary asset management fee, negotiable) $0 - $1,000,000: 1.75% (Strategic & Tactical Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.60% (Strategic & Tactical Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.15% (Strategic & Tactical Portfolios, total annual advisory fee) Over $3,000,000+: 0.90% (Strategic & Tactical Portfolios, total annual advisory fee) $0 - $1,000,000: 1.50% (Allocation Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.30% (Allocation Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.00% (Allocation Portfolios, total annual advisory fee) Over $3,000,000+: 0.80% (Allocation Portfolios, total annual advisory fee) $0+: 1.00% (Preservation Portfolios, flat annual fee) $0+: 1.50% (Legacy Tax Advantage, flat annual fee) $0+: 1.50% (Non-Gradient discretionary managed portfolios, flat annual fee)
Fee-only: Financial planning services offered at no additional cost
700 Terrace Point Dr., Suite 325
Muskegon, MI 49440
Michigan
Oeconomous
2019 - Present (7 years)
Small Business Development Corp of West Michigan
2017 - Present (9 years)
Legacy Financial Network
2017 - Present (9 years)
LFN Advisors, Inc.
2017 - Present (9 years)
Dale Anderson, Sole Proprietor
2016 - Present (10 years)
Waddell & Reed
2015 - 2017 (2 years)
Waddell & Reed Inc
2015 - 2017 (2 years)
Dale Anderson, Sole Proprietor
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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