Layline Advisors manages investment portfolios and offers financial planning services. Layline works with clients to create personalized investment plans based on their goals, risk tolerance, and time horizon. Layline also offers comprehensive financial planning for a quarterly retainer, covering areas like retirement, insurance, and estate planning. Layline primarily uses passive investment management, building portfolios with index mutual funds and exchange-traded funds.
Assets Under Management$130M
Clients121
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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