Link Asset Management (LAM) offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. LAM provides wealth management services, which includes financial planning and discretionary investment management. Investment management and financial planning can also be offered separately. LAM constructs investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs).
Assets Under Management$2.2M
Clients27
Advisors1
Avg. per Client$81K
Avg. per Advisor$2.2M
www.linkassetmgmt.com ·open.spotify.com/show/6ettn4w1v2r7ukmzqayaca ·www.linkassetmgmt.com/money-link-blog
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.98% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.3M | 0.85% |
| $1.3M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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