Linnard Financial Management & Planning (LFM&P) provides financial advice and management, including financial planning and investment management. Their primary focus is helping people prepare for retirement. They offer financial planning for all ages, as well as consultation on financial questions and short-term financial analysis. LFM&P manages each client’s account personally and individually, serving as a fee-only advisor.
Assets Under Management$4.6M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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