LineGuard Investments provides investment management services, allocating client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and variable annuities. LineGuard tailors its services to individual client needs, considering risk tolerance and time horizon. Limited financial planning services are included in the advisory fee at the outset of the investment management relationship.
Assets Under Management$42M
Clients54
Advisors1
Avg. per Client$790K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
LineGuard may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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