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Bradley Linch is a registered investment advisor at Linch Financial, LLC, based in Southlake, TX, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 51 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
51 clients
Average Client Portfolio
$802K average
Assets Under Management
$40.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.99% |
| $250K - $1000K | 2.50% |
| $1.0M - $2.5M | 2.25% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Fees are negotiable. In some cases, Linch Financial may waive the portfolio management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Southlake, TX
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 1996Employment History
Current Registrations
Linch Financial, LLC
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
First Western Securities, INC.
October 2007 - October 2013 · 6 yrs
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.