Royce Young
Advisor at LFN Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LFN Advisors Inc.
Location
Muskegon, MI 49440
Credentials
Series 63, Series 65
Industry experience
12 years
About
Royce Young is a financial advisor at LFN Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc., Primerica Financial Services, and Bethany Christian Services. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing both discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses a variety of analytical methods to tailor portfolio strategies and often acts as a liaison to third-party money managers.
Client services
Based on LFN Advisors Inc.
Financial planning
Portfolio management
Selection of other advisers
Fee options
$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
Location
700 Terrace Point Dr., Suite 325
Muskegon, MI 49440
Most active in
Royce Y has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
FTK Services LLC
2025 - Present (1 year)
LFN Advisors, LLC
2024 - Present (2 years)
Bethany Christian Services (Rising Grinds)
2016 - 2020 (4 years)
PFS Investments inc
2014 - 2023 (9 years)
Primerica Financial services
2012 - 2023 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Melissa M
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Grand Haven, MI
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Holleigh U
Series 65
Grand Haven, MI
MMG Wealth Management
Brenda B
Series 66
Grand Haven, MI
MMG Wealth Management
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