Lindus Advisors, Inc. (LAI) is a private money management firm specializing in developing and managing investment strategies for high-net-worth individuals, families, and institutional investors. LAI offers financial planning, consulting, and investment management services. LAI also provides sub-account and separate account management services for investment professionals and their clients. LAI may provide advice on non-securities matters related to business consulting, estate planning, insurance, and annuity advice.
Assets Under Management$11M
Clients27
Advisors3
Avg. per Client$400K
Avg. per Advisor$3.6M
www.facebook.com/lindus-advisors-inc-1254528209... ·www.linkedin.com/company/6093607 ·www.lindusadvisors.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
LAI, in its sole discretion, may negotiate to charge a different management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...