Lri Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“$150 to $350 Fixed Fee: $650 to $2,500 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.”

Flat or project fee

$650⁠-⁠$2,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lri Investments bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are typically paid quarterly in advance (based on quarter end value and number of days in the quarter) or quarterly in arrears (based upon average daily value of 365 days), as selected on the client services agreement.”
• “If the advisory agreement is terminated before the end of the quarterly period, Client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
• “Fees are determined by the account value at the end of the previous quarter and billed to a Client’s taxable account or directly to the Client.”

How Lri Investments’ fees compare

• Its hourly rate of $150-$350 spans the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.
• Its flat or project fee of $650-$2,500 is below the Florida median of $4,900. 19% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.

About Lri Investments

• Firm size: 35 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

477

Employees

35

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and state and local governments

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$2,781,193,458

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323556

Website

linkedin.com/in/elliotsilverstein (opens in new tab)

Phone

(561) 323-2265

Can advise clients in 35 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Kansas, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Montello Wealth Management, Inc.Palm Beach Gardens$150/hr

Compare all 18 planners in Palm Beach Gardens