Lindy Wealth offers financial planning and investment management services. Lindy helps clients establish financial goals and values around money. Lindy provides continuous advice regarding the investment of client funds based on the individual needs of the client. Lindy is a fee-only firm, meaning the only compensation Lindy receives is from clients for services.
Fee Structure
Lindy Wealth charges an annual flat fee ranging from $1,000 to $20,000 for wealth management services, but fees can exceed $20,000 for clients with highly complex planning needs. The specific fee is determined based on the complexity of the client’s financial situation, the level of planning required, and the estimated time, research, and resources necessary. Fees are paid quarterly in advance.