John Link is a CFA, CFP-designated registered investment advisor at Link Financial Corporation, based in Dallas, TX, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 31 clients with $11M 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 $100K | 1.60% |
| $100K - $1.0M | 1.20% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fixed income only accounts have lower rates and can be negotiated. All fees are subject to a $60 per month minimum and can be discounted. Client Portfolios are aggregated (totaled) for fee calculation purposes.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (2)
Regulatory
June 2004Regulatory
February 1995Other Business Activities
John is the president of Link Financial Services Corporation, operated by his wife, which provides consulting services for non-profit organizations and college selection/admission assistance. He dedicates a few hours per week to the business as a business manager and bookkeeper, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Link Financial Corporation
Previous Registrations
Link Financial Corporation
Link Financial Corporation
State Registrations1 state
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.