The Linkous Group provides investment advisory services tailored to individual needs. They offer asset management, comprehensive portfolio management (asset management plus financial planning), financial planning & consulting, and portfolio monitoring. They emphasize a personalized approach, understanding clients' needs and goals. The firm is owned by Susan Linkous and has been in business since 2003.
Assets Under Management$55M
Clients88
Advisors1
Avg. per Client$630K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
The Linkous Group offers asset management and comprehensive portfolio management services. The annual fee is a negotiated percentage of your portfolio's value, not exceeding 1.5%. Fees are billed quarterly in advance. A minimum account balance of $100,000 is required for these services. Fees may be negotiable.
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