LinePoint Partners offers investment advice to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, and private pooled investment vehicles. Financial advisors work with clients to understand their risk tolerance and investment objectives to determine an appropriate asset portfolio construction. LinePoint IARs may recommend or allocate a portion of a Client’s assets to certain unaffiliated independent investment managers, who serve as sub-advisers.
Fee Structure
LinePoint Partners charges an advisory fee calculated as a percentage of the total market value of the assets managed. Financial advisors set their own advisory fees, but the maximum advisory fees cannot exceed 2.00% of the total portfolio assets. Fees are negotiated on an individual basis. In addition to the advisory fee, LinePoint imposes a Platform Fee equal to forty percent (40%) of the client's advisory fee.