…
How does the advisor help clients – Key Takeaways:
As a reputable financial advisory firm, LINEAGE CAPITAL, LLC is committed to helping clients achieve their financial goals through personalized and tailored strategies.
Facts and Insights
The firm has been in business for over 10 years, with a team of experienced advisors managing a significant amount of assets for a diverse client base.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
LINEAGE CAPITAL, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Education planning
Client Types
The firm serves a diverse group of clients including high net worth individuals, families, small business owners, and institutions.
Fees & Compensation
LINEAGE CAPITAL, LLC is a fee-only firm, meaning they do not earn commissions on products or services sold to clients. Instead, they charge a percentage of assets under management, ensuring their interests are aligned with their clients’ success.
Background
LINEAGE CAPITAL, LLC was founded in 2008 by a team of experienced financial professionals who wanted to provide independent, unbiased, and personalized advice to their clients. The firm is registered with the Securities and Exchange Commission (SEC) and holds the necessary licenses and certifications to offer comprehensive financial services.
Financial Advisor Disclosures to Know
As a transparent and ethical firm, LINEAGE CAPITAL, LLC believes in disclosing all potential conflicts of interest and disciplinary actions. Their advisors have a clean record with no disciplinary actions taken against them. However, they recommend clients to conduct their due diligence and consult the firm’s Form ADV, available on the SEC’s website, for more information.