Liniam Capital manages investment portfolios for individuals and institutions. They work with clients to determine investment goals and risk tolerance, then create a written investment policy. Liniam uses ETFs, individual stocks and bonds, and may use options to enhance income and manage risk. They also consult on financial areas like tax planning, college planning, and retirement planning.
Assets Under Management$21M
Clients38
Advisors1
Avg. per Client$550K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
The Equity Premium fee schedule is used for accounts using a combination of strategies. Fees are negotiable for amounts above $50,000,000. Bond Premium Strategy fees are: 0.25% on portfolios up to $25,000,000; 0.20% on portfolios up to $50,000,000; Fees are negotiable for amounts above $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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