Lindsay Burton is a registered investment advisor at The H Group, INC., based in Portland, OR, with 4 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 747 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
THG offers wealth management services where you pay a percentage of your assets each year. There are two different fee schedules:
Fee Schedule 1:
- 2.05% on assets under $250,000
- 1.85% on assets between $250,001 and $500,000
- 1.60% on assets between $500,001 and $750,000
- 1.35% on assets between $750,001 and $1,000,000
- 1.10% on assets between $1,000,001 and $3,000,000
- 0.85% on assets between $3,000,001 and $5,000,000
- 0.60% on assets in excess of $5,000,000
Fee Schedule 2:
- 1.50% on assets under $750,000
- 1.00% on assets between $750,000 and $3,000,000
- 0.85% on assets between $3,000,000 and $5,000,000
- 0.60% on assets in excess of $5,000,000
Fees may be negotiable.
Location
3395 SW Garden View Ave, Portland, OR, 97225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The H Group, INC.
State Registrations1 state
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