Linden Cornett is a registered investment advisor at Seagrass Financial, LLC, based in Portland, OR, with 10 years of industry experience. Linden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 32 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seagrass Financial offers portfolio management services in conjunction with comprehensive financial planning. The annual fee for financial planning, which includes portfolio management, is a flat dollar amount based on the value of your portfolio. For example, a household with a $750,000 portfolio would pay $6,000 per year for financial planning and portfolio management. A household with a $1,500,000 portfolio would pay $8,000 per year. A household with over $4,000,000 should contact Seagrass Financial for a custom quote.
Location
Portland, OR
Get directionsHistory
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
Seagrass Financial, LLC
State Registrations2 states
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.