Lindner Capital Advisors Review


Trust Score 96%
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Lindner Capital Advisors, federally registered in 1997, is a Registered Investment Advisor (RIA) in 44 state(s) with a licensed staff of 13 advisors. Lindner Capital Advisors manages $593.4 million and provides investment advisory services for 2,367 clients (1:183 advisor/client ratio).

Lindner Capital Advisors requires a $100,000 minimum investment and charges a blended rate 0.60% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 21 years

Considerations


  • There is only one licensed advisor for every 183 clients (industry average 1:50)
  • Firm has less than $1B in assets under management

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $250,701
Hybrid Advisor No
Disciplinary History No
Total AUM $593.4 million
Advisor / Client Ratio 1:183
Headquarters Marietta, GA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $249,999 0.60%
$250,000 to $599,999 0.55%
$600,000 to $999,999 0.50%
$1,000,000 to $4,999,999 0.45%
$5,000,000 to $9,999,999 0.40%
$10,000,000+ Negotiable


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