Linx Equities offers investment advice and manages portfolios for individuals, high net worth individuals, trusts, estates, and charitable organizations. Linx works with clients to determine their investment objectives and creates personalized asset allocation plans. Linx also offers hourly financial planning engagements covering topics like estate planning and portfolio reviews.
Assets Under Management$38M
Clients57
Advisors1
Avg. per Client$670K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable on a limited basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...