Lineweaver Wealth Advisors offers comprehensive investment management, financial planning, and wealth management services. Operating as Lineweaver Financial Group, the firm builds customized investment portfolios aligned with client goals, risk tolerance, and financial plans, typically managing accounts on a discretionary basis where Lineweaver Wealth Advisors makes trades on your behalf without asking first. In addition to portfolio management, the firm provides project-based financial planning, broad-based financial consulting, portfolio consulting for outside accounts like retirement plans, and ongoing wealth management services covering retirement, tax, estate, and insurance matters. Lineweaver Wealth Advisors primarily serves individuals, families, trusts, estates, charitable organizations, and business entities. Some of the firm's professionals are also registered brokers or licensed insurance agents and may offer commission-based products separately from advisory services.
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 typically billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined to reach lower fee tiers.