Linde Carroll
Linde Carroll is a CFP-designated registered investment advisor at Momentous Wealth Management, INC., based in Vancouver, WA, with 14 years of industry experience. Linde operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 455 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Momentous Wealth Management offers asset management and comprehensive portfolio management services. The annual fee will not exceed 1% but can be up to 1.30% if sub-advisory services are used (1% to Momentous Wealth Management and 0.30% to the sub-advisor). Fees are negotiable and are deducted from client accounts quarterly in advance. Fees are assessed on cash and cash equivalents.
Location
300 E. 17th Street, Vancouver, WA, 98663
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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 →Other Business ActivitiesSells Insurance
Linde is the owner of Momentous Wealth Management, dedicating nearly full-time hours to the role, and a non-registered representative at PKSF, also dedicating nearly full-time hours to sales of fixed/traditional insurance. Additionally, Linde volunteers as treasurer for Lakeshore Community Church and serves as secretary for Tri-Mountain Estates HOA, dedicating minimal time to each.
Employment History
Current Registrations
Momentous Wealth Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations1 state
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