Gerard Downey is a registered investment advisor at Linden Wealth Management LLC, based in Oak Park, IL, with 10 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 77 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.55% |
Linden retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
106 South Oak Park Avenue, Suite 204, Oak Park, IL, 60302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Linden Wealth Management LLC
State Registrations2 states
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