Linch Financial, based in Southlake, Texas, offers investment advice tailored to each client's needs. Services include managing investment portfolios and limited financial planning, which is offered as a value-added service to portfolio management clients. Linch Financial works with individuals, corporations, and other business entities, customizing investment portfolios based on risk tolerance and investment objectives.
Assets Under Management$41M
Clients51
Advisors3
Avg. per Client$800K
Avg. per Advisor$14M
www.linkedin.com/company/linch-financial-llc/about ·www.linchfinancial.com ·www.facebook.com/linchfinancial
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.99% |
| $250K - $1000K | 2.50% |
| $1.0M - $2.5M | 2.25% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Fees are negotiable. In some cases, Linch Financial may waive the portfolio management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...