Lindisfarne Investments offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Lindisfarne Investments is a fee-only firm and does not sell financial products or securities for commissions. The firm invests primarily in no-load or low-load mutual funds and exchange-traded funds. Lindisfarne Investments does not provide financial planning or tax advice.
Assets Under Management$1.6M
Clients17
Advisors1
Avg. per Client$93K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
If client chooses a custodian other than CEROS Financial Services, an additional management fee of 0.25% may be imposed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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