Linda Dash is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Atlanta, GA, with 19 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B 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 $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Location
1180 Peachtree St NE, Atlanta, GA, 30309
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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 →Employment History
Current Registrations
The Mather Group, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
PFS Investments INC.Broker
Allstate Financial Services, LLCBroker
Suntrust Capital Markets, INC.Broker
State Registrations1 state
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