Layline Financial offers financial planning and investment management services. Financial planning covers areas like cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves constructing and managing client portfolios tailored to their goals and risk tolerance. Layline Financial uses exchange-traded funds and direct indexing strategies.
Assets Under Management$10M
Clients14
Advisors1
Avg. per Client$730K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$600K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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