LNB Financial offers investment advice tailored to clients' needs and objectives. They gather information about your financial situation and goals to implement an asset allocation strategy. LNB may use a sub-advisor for back-office support, trading, and report preparation. LNB reviews client circumstances and investment objectives and instructs the sub-advisor to make portfolio adjustments. Clients are required to provide prompt notice of any changes in their financial circumstances.
Assets Under Management$37M
Clients132
Advisors1
Avg. per Client$280K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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