LayLine Asset Management provides investment management and advisory services primarily to individual clients on a discretionary basis. Founded in 2014 and owned by Harry J. Campbell III, the firm offers two main types of investment accounts: Strategic accounts, which hold customized mixtures of individual securities and tactical positions with client-directed restrictions, and Tactical accounts, which utilize exchange-traded funds based on technical and relative strength analysis. Strategic accounts carry a higher management fee than tactical accounts. LayLine Asset Management also provides family financial services upon request, covering cash flow, budgeting, and retirement analysis. The firm does not charge performance-based fees and requires accounts to be custodied at Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $1.8M | 0.55% |
| $1.8M+ | 0.40% |
Rates shown are for Tactical accounts. Strategic accounts charge an additional 0.40% across all tiers. Related accounts may be combined to lower fees. Fees are negotiable.