Linden Wealth Management creates personalized investment portfolios and provides financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. Linden Wealth Management builds portfolios around modern portfolio theory, favoring low-cost index-based exchange-traded funds and mutual funds while accommodating individual stocks, bonds, alternative investments, and private equity for qualified clients. Portfolios can be managed with authority to make trades without asking first or with prior client approval. Linden Wealth Management also offers complimentary financial planning services to existing investment management clients, covering personal finance, insurance needs, retirement goals, college funding, estate planning, and tax minimization strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $6.0M | 0.55% |
| $6.0M - $12.0M | 0.45% |
| $12M+ | 0.35% |
Fees are negotiable on a client-by-client basis.