Jon Lind is a registered investment advisor at Lind Capital Partners, based in Evanston, IL, with 3 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Advisory fees are negotiable depending on the size and nature of the portfolio.
Fee Estimator
Location
500 Davis Center, Suite 1004, Evanston, IL, 60201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jon provides investment management services to Lind Capital Partners, LLC. Bob Lind and Elizabeth E. Lind own the company.
Employment History
Current Registrations
Lind Capital Partners
State Registrations2 states
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