Link Financial Corporation (LFC) offers investment management and financial services. LFC manages investments (stocks and bonds) in client accounts held at Charles Schwab. LFC also provides financial advice on a retainer or hourly basis. LFC's investment approach involves analyzing the global economy and market conditions to identify investment opportunities. LFC also offers basic personal financial planning services to investment management clients at no additional cost.
Assets Under Management$11M
Clients31
Advisors1
Avg. per Client$350K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$720
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $1.0M | 1.20% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fixed income only accounts have lower rates and can be negotiated. All fees are subject to a $60 per month minimum and can be discounted. Client Portfolios are aggregated (totaled) for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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