Lindsey Financial Solutions (LFSLLC) provides ongoing portfolio management based on individual client goals and risk tolerance. LFSLLC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. LFSLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and non-U.S. securities.
Assets Under Management$54M
Clients77
Advisors3
Avg. per Client$690K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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