Linden Ash Capital, owned by Michael P. O'Connell, offers investment advice to clients. Services include continuous advice on investment funds based on each client's circumstances and goals. Linden Ash Capital also offers investment plans that include consultations on budgeting, debt management, tax planning, investment analysis, retirement planning, and estate planning.
Assets Under Management$12M
Clients11
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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