Linscomb Wealth, Inc. has provided comprehensive wealth planning and investment advisory services for over 50 years. Operating as a wholly owned subsidiary of The Huntington National Bank, the registered investment advisor manages portfolios for high-net-worth and ultra-high-net-worth individuals, families, trusts, and businesses. Linscomb Wealth builds customized portfolios primarily using individual stocks and bonds, mutual funds, and exchange-traded funds, while incorporating an asset allocation approach aligned with each client's risk profile and goals. The firm's wealth planning services cover gift and estate planning, charitable planning, risk management, income tax planning, retirement planning, and family office services for complex generational wealth. Linscomb Wealth operates primarily on a discretionary basis, requiring clients to hold assets with qualified custodians such as Charles Schwab or Fidelity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Standalone Treasury bond ladders are charged a flat 0.25% annual fee. Family office services for accounts over $20 million have a separate schedule starting at 0.50%. Fees are negotiable.