Leonard Investment Consulting (LINC) provides financial planning and investment management services tailored to individual client needs. LINC offers both discretionary and non-discretionary portfolio management, and may recommend third-party money managers. Financial planning services cover a broad range of topics or can focus on a single area. LINC's investment recommendations include mutual funds, exchange traded funds, and separately managed accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Fees are negotiable and may vary based on the complexity of the services needed and individual client circumstances. Schedule shown is for clients entering into advisory relationships on or after April 1st, 2025. Clients with existing advisory relationships prior to April 1st, 2025 have a different fee schedule.