| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
12900 Preston Road, Suite 700, Dallas, TX, 75230
Get directionsLin sells non-securities insurance products through TKC Risk Advisor LLC, dedicating a few hours per week. Lin also manages fee-based brokerage accounts through TKC Wealth Management, LLC, and offers security products and support to other registered representatives through Landolt Securities, spending a significant amount of time on these investment-related activities.