Lind Capital Partners offers investment advice, focusing on fixed income and municipal securities. They manage portfolios for high-net-worth individuals, corporations, and business entities through separately managed accounts. Lind also manages the Lind Capital Municipal Credit Income Fund. Lind primarily manages client portfolios on a discretionary basis but may also provide its services on a non-discretionary basis.
Assets Under Management$170M
Clients60
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Advisory fees are negotiable depending on the size and nature of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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