Linder Financial Services

Financial Advisor in Alpharetta, GA

Firm Info
Address: 308 Maxwell Rd Suite 300, Alpharetta, GA 30009, USA
Phone: (770) 696-4470

Firm Size
Assets Under Management: $114.7 million
# of Advisors: 4
# of Clients: 98
Client to Advisor Ratio: 25:1
Average Account Size: $1.2 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Other

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Linder Financial Services, Inc. Overview

LINDER FINANCIAL SERVICES, INC. is an investment advisory firm that operates on a "Fee Only" basis. The firm is headquartered in Alpharetta, GA and has been in operation since 2021. Linder Financial Services is classified as an investment advice-only firm, meaning that they offer advice on investment portfolios and portfolio management for individuals and small businesses. Aside from portfolio management, the firm offers additional services for new clients. Upon acceptance of the initial investment portfolio strategy developed by LFS, a one-time fee is to be paid by the new client. In summary, Linder Financial Services, Inc. is a relatively new firm that specializes in investment advice only. Their core focus is on providing sound investment portfolios and portfolio management advice to small businesses and individuals.

Linder Financial Services, Inc. serves a diverse range of clients, including individuals, high net worth individuals, and charitable organizations. With a focus on personalized service, Linder Financial Services, Inc. is committed to helping each client reach their unique financial goals. Clients can expect a collaborative approach and customized solutions that meet their specific needs and objectives. Linder Financial Services, Inc. offers various fee structures depending on the service provided. For portfolio management and investment advisory services, clients can choose a percentage of AUM (assets under management) fee structure. This fee is typically calculated as a percentage of the total value of the assets that Linder Financial Services, Inc. manages on behalf of the client. Other types of fees may be available for financial planning, retirement planning, estate planning, and tax planning services. By offering a range of fee structures, Linder Financial Services, Inc. ensures that clients are able to choose the pricing model that makes the most sense for their particular needs and preferences.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Linder Financial Services, Inc. is generally $50,000, as stated in their Part 2 Brochure note about investment minimums. However, the firm may accept an account below this size if there are extenuating circumstances.

How This Office Can Help Alpharetta, GA Residents

Linder Financial Services provides comprehensive and personalized financial planning assistance to clients in Alpharetta, GA. They offer a range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. The team at Linder Financial Services works closely with each client to develop a customized financial plan tailored to their individual needs, goals, and unique financial situation. With Alpharetta being home to many affluent, retirement-aged individuals and families, Linder Financial Services can help those facing various financial situations. They can assist individuals who are preparing for retirement and need guidance on how to maximize their savings and investments. They can also help business owners who need assistance with tax planning and risk management. Furthermore, they can assist families who are thinking about estate planning and how to ensure their assets are protected and passed down to future generations. Overall, Linder Financial Services serves as a trusted partner for clients in Alpharetta, GA, helping them navigate complex financial situations and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Linder Financial Services, Inc., visit their Part 2 Brochure.

Services Offered by Linder Financial Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Linder Financial Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 308 Maxwell Rd Suite 300, Alpharetta, GA 30009, USA
Phone (770) 696-4470
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Linder Financial Services, Inc. is registered to service clients in the following states:

  • Georgia
  • North Carolina
  • Texas

Disciplinary History

Linder Financial Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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