Sontwa Sinkala is a registered investment advisor at Lindus Advisors, INC., based in Dallas, TX, with 21 years of industry experience. Sontwa 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 27 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
LAI, in its sole discretion, may negotiate to charge a different management fee based upon certain criteria.
Fee Estimator
Location
12900 Preston Road, Suite 602, Dallas, TX, 75230-1329
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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.
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Sontwa is an Adjunct Professor at the University of Winnipeg, teaching business classes since 2013. This teaching role does not interfere with his work at Lindus Advisors, Inc. and is not investment-related.
Employment History
Current Registrations
Lindus Advisors, INC.
State Registrations1 state
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