HOW YOU WANT IT-We don’t make commissions. Our compensation is directly proportional to the size of your account and the success of your portfolio. The fee ranges from .25% to 2.99% of assets per annum, depending on account size and performance. We do practice the “Golden Rule”.
No Proprietary Products
HOW YOU PREFER IT-We don’t sell in-house products. Linch operates as an independent firm to provide truly objective wealth management solutions for our clients. We do not offer, solicit, or promote proprietary products and never accept kickbacks. Based on experience, this is in the best interest of our clients.
HOW YOU HAVE IT- SIPC member TD Ameritrade, Inc is our custodian of assets, and clearing agent, providing SIPC, as well as supplemental protection for all accounts. FDIC protection for Insured Deposit Accounts(IDAs and CDs)is provided via TD Bank, N.A. and TD Bank USA, N.A., affiliates of TD Ameritrade.