Neil Linden is a registered investment advisor at Tip Group LLC, based in Houston, TX. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 372 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TIP Group charges up to 0.90% annually for portfolio management. This fee is negotiable. TIP Group may direct clients to AssetMark Inc., which has its own fees. If using AssetMark's Advisor Managed Portfolio (AMP), the total fee could be up to 1.05% (TIP's fee plus AssetMark's fee). AssetMark also has proprietary funds with their own fees, potentially bringing the total fee up to 2.00%. Fees are paid monthly or quarterly in advance.
Location
20405 State Highway 249, Suite 640, Houston, TX, 77070
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Regulatory History (1)
Financial
June 2025Employment History
Current Registrations
Tip Group LLC
State Registrations1 state
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