InvestLinc Wealth Services
The InvestLinc CompaniesYour link to financial freedom
The InvestLinc Companies

Your Link to
Financial Freedom

First-Class Money Management and Financial Planning Services. InvestLinc is the hub for two sister companies. Pick your door and we will take you the rest of the way.

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Fee-only investment management / Flat fee or hourly planning / Fiduciary, client-first approach
The InvestLinc team at the office in Brea, California
The InvestLinc team, Brea, California
Two Doors

Two Companies
One Standard

InvestLinc is the hub. Pick the company that fits your need and we will take you the rest of the way.

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InvestLinc Wealth Services

First-Class Money Management and Financial Planning Services. Fee-only investment management plus comprehensive financial plans, flat fee or hourly, for individuals and business clients.

Visit investlincadvisors.com About This Company
Site in progress

InvestLinc Fiduciary Services

Professional fiduciary and guardianship work led by Rick R. Emmett, California Professional Fiduciary Lic. PF936 and National Certified Guardian. A brief overview and contact details are already up.

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Our Philosophy
“Under our fee-only model, we make more money when you make more money. We lose money when you lose money.”
InvestLinc Wealth Services
Why InvestLinc

Ten Reasons
In Their Own Words

Every line below is published on investlincadvisors.com. The full list, with our investment philosophy, has its own page.

  • Fiduciary, client-first approach
  • $100M+ in assets under management ¹
  • Trusted reputation and clean public record
  • Empowering client education
See All Ten Reasons
Fee Only

What It Costs

No commissions on managed assets. The fee schedule is published, the minimum is stated, and planning work is priced flat or by the hour.

Fee Percentages for New Clients

Below $1M of household assets
1% / yr
Fee only, billed on assets under management
From $1M-3M of assets
0.75% / yr
Rate steps down as the household grows
Above $3M+
Negotiable
Depending on size and complexity
Minimum account size
$350k
Per household. We reserve the right to waive this minimum at our discretion
Full Fee Schedule and Planning Services
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Inside InvestLinc

The InvestLinc Team

The People Behind
The Companies

Three people, decades in this building. Full biographies and photos on the team page.

  • West A. Cohan, CFP®, AIF® Chief Investment Officer, Chief Executive Officer
  • Rick R. Emmett, CLU®, AIF® Chief Compliance Officer
  • Xuyen “Sue Ann” Vu Client Services Coordinator
Meet the Team
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Tell Us Where
You Stand

Call or write and we will route you to the right InvestLinc company and the right person. Clients are welcome to drive in and meet the team.

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