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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
The advisory fees are negotiable and based on the value and type of assets managed. The annual fee is 2.00% for the first $1,000,000, 1.75% for assets between $1,000,001 and $5,000,000, and 1.50% for assets over $5,000,000. Fees are charged quarterly in advance, subject to a $300 minimum quarterly fee. Clients may also pay a $50 annual custodial fee for IRA accounts. Transaction fees of $20.00 - $40.00 per trade may apply. Due to the quarterly minimum fee, a client's annual fee may exceed 2%.
Areas of Practice
Advisor Information
Office location
12900 Preston Road, Suite 700, Dallas, TX, 75230
Get directionsRegulatory History (1)
Customer Dispute
May 2025Other Business ActivitiesSells Insurance
Lin sells non-securities insurance products through TKC Risk Advisor LLC, dedicating a few hours per week. Lin also manages fee-based brokerage accounts through TKC Wealth Management, LLC, and offers security products and support to other registered representatives through Landolt Securities, spending a significant amount of time on these investment-related activities.