Katheryn Lindquist is a CFP-designated registered investment advisor at Lindenwood Financial LLC, based in Madison, WI, with 4 years of industry experience. Katheryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 8 clients with $4.4M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
If LF utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Katheryn Lindquist
Location
622 West Washington Avenue, Suite 100, Madison, WI, 53703
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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
Lindenwood Financial LLC
Previous Registrations
T. Anton Investment House, INC.
Central Wealth Management LLC
State Registrations1 state
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