Layline Advisors provides customized investment management and comprehensive financial planning services for individuals, high-net-worth clients, and retirement plans. Founded in 2016 and based in Rochester, New York, the firm creates individually tailored investment portfolios using a passive, index-focused approach and fundamental analysis. Layline Advisors develops personalized investment policies based on each client's goals, time horizon, risk tolerance, and tax considerations. In addition to investment management, the firm offers comprehensive financial planning through ongoing quarterly engagements that cover cash flow, retirement planning, tax strategies, estate planning, insurance, and employee benefits. Layline Advisors also provides pension consulting services for retirement plan administrators.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and calculated based on the average daily balance of the account, paid quarterly in arrears. Other programs: Pension consulting services charged up to 0.70% of plan assets.