Lin & Co offers ongoing investment management tailored to your individual needs. They also create financial plans covering areas like retirement, college funding, and estate planning. Lin & Co uses a tactical asset allocation strategy, adjusting your portfolio based on their market views. They consider various investments, including stocks, bonds, mutual funds, and ETFs.
Assets Under Management$26M
Clients49
Advisors1
Avg. per Client$530K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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