Linkside Financial offers investment advice and manages investment portfolios for individuals and high-net-worth individuals. Services include creating a portfolio strategy, deciding how to allocate assets, selecting investments, and monitoring performance. Linkside also provides financial planning services as part of its advisory relationship, including retirement planning, cash flow and budgeting, education planning, risk management and insurance planning, and estate planning coordination.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are calculated based on the market value of assets under management as of the close of business on the last business day of the prior quarter. The Firm may aggregate related accounts for purposes of fee calculation in order to apply breakpoint discounts where applicable.