Lindenwood Financial offers wealth management services, providing ongoing investment advice based on individual client needs. They create and manage portfolios based on client goals, risk tolerance, and tax considerations, primarily using stocks, bonds, mutual funds, and ETFs. They may also recommend third-party investment advisors. At no additional fee and at Client’s election, LF also provides the Client with financial planning. Lindenwood Financial also offers project-based financial planning for specific needs.
Assets Under Management$4.4M
Clients8
Advisors1
Avg. per Client$550K
Avg. per Advisor$4.4M
www.linkedin.com/company/lindenwood-financial ·www.lindenwoodfinancial.com ·www.facebook.com/lindenwoodfinancial
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
If LF utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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