Linden Wealth Management provides investment advice and manages portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, and small to medium-sized businesses. Linden uses modern portfolio theory to optimize portfolios based on a client's risk tolerance and financial goals. Linden also offers complimentary financial planning services to existing clients.
Assets Under Management$88M
Clients77
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.55% |
Linden retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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