Linden Thomas Advisory Services, LLC

Linden Thomas Advisory Services helps individuals, families, and businesses build long-term portfolios through customized investment plans and asset allocation strategies. The firm offers general wealth management, portfolio management, investment advisory services, and financial planning. Portfolio management is provided through three main programs: a Separately Managed Account Platform that delegates security selection to third-party managers while Linden Thomas Advisory Services oversees asset allocation; a Managed Index Program using proprietary enhanced-index strategies; and a Passive Index Program using Vanguard and Dimensional Fund Advisors index funds. Additionally, the firm provides financial planning covering education funding, retirement, estate planning, risk management, and tax strategies. Investment management fees generally range from 0.0% to 1.6% annually depending on the program used. The firm requires a minimum account size of $400,000 for investment management, though this can be waived.