Lineweaver Wealth Advisors offers investment advice and financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other entities. Services include portfolio management, financial planning, and retirement plan advisory services. Portfolio management is discretionary, meaning Lineweaver can make trades without client approval. Financial planning covers topics like risk management, asset allocation, estate planning, and retirement planning. They may recommend third-party investment advisors.
Assets Under Management$910M
Clients3,539
Advisors8
Avg. per Client$260K
Avg. per Advisor$110M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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