InvestLinc Wealth Services
The InvestLinc CompaniesYour link to financial freedom
Fee Only

What It Costs

No commissions on managed assets. Under the fee-only model, we make more money when you make more money. We lose money when you lose money.

Investment Management Services

Fee Percentages
For New Clients

Published rates, billed on assets under management.

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
Flat Fee

Comprehensive Financial Plans
The Compendium

Flat fee of $7,500 to $10,000 depending on scope and complexity.

  • A robust financial plan that leaves no stone unturned.
  • Organizes your finances into a physical binder and digital thumb drive.
  • Includes clear guidance across 10 key areas.
  • Includes a prioritized implementation checklist to ensure our recommendations turn into real results.
The Compendium: a physical binder and digital thumb drive. Tap to enlarge.
The Compendium process: data intake, build the Compendium, present observations and recommendations, implement the recommendations
The process: data intake, build the Compendium, present observations and recommendations, implement the recommendations.
Estate documents, organized
Property records, in their place
Credit and accounts, gathered
Hourly

À La Carte Planning

$250/hr for personal planning. $350/hr for business planning.

  • Objective financial advice at your direction.
  • Charged hourly.
  • Scope of work and price range determined upfront prior to engagement.
  • No charge for initial consultation.
  • Work alongside your existing accountant/attorney or connect with a trusted local professional.
Start With a Conversation
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