Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Client relationships prior to 2012 or accounts obtained through acquisition, may be subject to a different fee schedule. Discounts are offered to LW employees and their families. Cadence Bank employees also receive services at reduced rates.
Fee Estimator
Linscomb Wealth is compensated through a percentage of assets under management, hourly charges, and fixed fees. Wealth planning services are typically included in the investment advisory fee. Discretionary portfolio management fees are assessed quarterly in arrears based on the market value of managed assets. Standalone, discretionary portfolios holding laddered U.S. Treasury securities are charged at a flat annual fee of 0.25%, charged quarterly in arrears. In limited instances, where unique specialty planning work is identified, LW proposes a separate financial planning fee, generally ranging from $5,000 - $50,000. You typically must have an account of at least $1,000,000 to work with them, but they reserve the right to waive the minimum.
Areas of Practice
Advisor Information
Office location
2727 Paces Ferry Rd SE, Atlanta, GA, 30339
Get directionsRegulatory History
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