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LFN Advisors Inc.

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Client assets under management

$23,696,461

Clients

179

0% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

45

Typical

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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning

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Fee options

Percentage

$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)

Other

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

More info

Alabama · Colorado · Indiana · Iowa · Kentucky · Louisiana · Michigan · Minnesota · Missouri · Nebraska · New Mexico · New York · Ohio · Pennsylvania · Tennessee · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 616-589-4004

Advisors at this firm

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user avatar

Michael M

Series 65

Muskegon, MI

LFN Advisors Inc.

Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.

General retirement planning Income planning
user avatar

Royce Y

Series 63, Series 65

Muskegon, MI

LFN Advisors Inc.

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.

General retirement planning Income planning
user avatar

Melinda W

Series 65

Muskegon, MI

LFN Advisors Inc.

Melinda Weiss is a financial advisor with LFN Advisors Inc. She holds a Series 65 designation and has been with the firm since 2024. Outside of her advisory role, she is involved with the Grace Home School Association. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with comprehensive financial planning tailored through various analytical methods.

General retirement planning Income planning
user avatar

Ernest A

Series 66

Muskegon, MI

LFN Advisors Inc.

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.

General retirement planning Income planning
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