LFN Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,696,461
Total clients
179
0% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
45
Average account size
$132,382
About
LFN Advisors serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities, offering financial planning and both discretionary and non‑discretionary portfolio management. The firm also provides retirement‑account rollover advice under ERISA/IRC fiduciary standards and facilitates implementation and ongoing servicing for clients.
LFN uses a mix of fundamental, technical, charting and cyclical analysis to build individualized investment strategies documented in investment policy statements and conducts account reviews at least quarterly. The firm manages accounts directly (often with discretionary trading authority) and also acts as a solicitor for a third‑party money manager; clients are required to use Interactive Brokers for custody and execution, a relationship that provides the firm with institutional services and operational benefits.
Noteworthy distinctions include common ownership with affiliated trustee and professional fiduciary firms, which the brochure discloses the firm may recommend for trust, record‑keeping or administrative services, creating an economic incentive to refer clients. The firm also discloses solicitor fee arrangements and a long‑term incentive program with its third‑party manager, as well as that several supervised persons engage in separate insurance activities—each of which the firm identifies as potential conflicts of interest and addresses through disclosure and procedures.
Client services
Expertise
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
Main office location
LFN Advisors Inc.
700 Terrace Point Dr., Suite 325
Muskegon MI 49440, United States
Number of offices
3
Most active in
Alabama · Colorado · Indiana · Iowa · Kentucky · Louisiana · Michigan · Minnesota · Missouri · Nebraska · New Mexico · New York · Ohio · Pennsylvania · Tennessee · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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