Linda A. Barlow, CFP® provides financial planning, custom modular planning, consulting, and investment supervisory services. Financial planning covers retirement, investments, taxes, insurance, and estate planning. Investment supervisory services include designing and monitoring investment portfolios based on client goals and risk tolerance. Linda A. Barlow may recommend fixed income securities, mutual funds, ETFs, and insurance products.
Assets Under Management$240M
Clients265
AdvisorsN/A
Avg. per Client$900K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.00% |
Fees are negotiable. At the discretion of LAB, client accounts that have family or business relationships may be aggregated for purposes of calculating advisory fees. LAB may waive fees for employees and their family members or offer services at a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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