Lindsey Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Services include portfolio management (discretionary and non-discretionary) and financial planning (retirement, education, life insurance, estate, disability, and long-term care). Lindsey Wealth Management may refer clients to third-party money managers.
Assets Under Management$20M
Clients171
Advisors1
Avg. per Client$120K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...