John Line, CPA, Inc. provides investment advice and portfolio management tailored to individual needs. They invest client assets using model portfolios developed by a third-party investment manager. The firm also offers financial planning and consulting services on an hourly or fixed-fee basis, as well as retirement consulting services to employee benefit plans.
Assets Under Management$63M
Clients75
Advisors1
Avg. per Client$840K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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