Linden Thomas Advisory Services, LLC
Assets Under Management
$1.6B
Number of Clients
1,590
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$148.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Linden Thomas Advisory Services (LTAS) offers customized investment plans and wealth management services to individuals, families, and businesses. Services include portfolio management, investment advisory, and financial planning. LTAS also provides retirement plan services to businesses. They use a variety of proprietary index-enhanced portfolios designed to outperform their benchmark index.
Fee Structure
Fees for investment management, advisory, and financial planning services are negotiated in advance. Investment management fees range from 0.0% to 1.6% annually, depending on the program used (Separately Managed Account Platform, LTAS Managed Index Program, or Passive Index Program). Advisory service fees range from 0.30% to 1.00%. Financial planning fees are fixed and based on the complexity of the engagement. Retirement plan services have a minimum annual fee of $1,000 and asset-based fees do not exceed 1.00% annually.
Areas of Practice
Location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202