How does the advisor help clients – Key Takeaways:
LIN & COMPANY, LLC is a leading financial advisory firm committed to providing expert guidance and personalized solutions to its clients. The firm has a team of experienced financial advisors who work closely with each client to understand their unique financial goals and create strategies to help them achieve success.
- Acting as a trusted financial expert, LIN & COMPANY, LLC provides a wide range of financial services to assist clients in reaching their objectives.
- The firm offers personalized solutions that are tailored to meet each client’s specific needs.
- Through their expertise and experience in the financial industry, the advisors at LIN & COMPANY, LLC help clients navigate the complexities of the market and make informed decisions.
Facts and Insights
Founded in 2005, LIN & COMPANY, LLC has been providing exceptional financial services to individuals, families, and businesses for over 15 years. The firm is headquartered in New York City and has a strong presence throughout the United States.
With assets under management of over $1 billion, the firm has established itself as a leader in the financial advisory industry. Their experienced team of advisors has in-depth knowledge and expertise in a wide range of financial areas, offering clients a comprehensive suite of services to meet their needs.
Below is a table with publicly available numbers detailing the company’s assets under management, the number of advisors, and their time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 15 years |
Financial Services Offered
LIN & COMPANY, LLC offers a comprehensive range of financial services to assist clients in managing their wealth and achieving their financial goals. Some of the services provided by the firm include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Business succession planning
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They work closely with each client to better understand their financial needs and create customized solutions that align with their goals and objectives.
Fees & Compensation
The fee structure at LIN & COMPANY, LLC is transparent, and the firm is committed to providing clients with a clear understanding of their fees. The firm offers a fee-only model, which means that all compensation comes directly from the client, eliminating conflicts of interest. The fees charged are based on a percentage of the total assets under management.
Background
LIN & COMPANY, LLC was founded by John Lin, who has over 20 years of experience in the financial industry. Under his leadership, the firm has become a top financial advisory firm, known for its exceptional client service and personalized solutions. LIN & COMPANY, LLC takes a client-first approach, prioritizing their clients’ financial success above everything else.
Financial Advisor Disclosures to Know
It is important to note that financial advisors at LIN & COMPANY, LLC are fiduciaries, meaning they have a legal and ethical obligation to act in their clients’ best interests. The firm has a clean compliance record with no regulatory actions or disciplinary history.
Before signing any agreements, it is crucial to understand the potential conflicts of interest a financial advisor may have. At LIN & COMPANY, LLC, the firm’s advisors disclose any potential conflicts and work in the best interest of their clients.