Linscomb Wealth (LW) offers personalized wealth planning and investment management to high-net-worth individuals, families, trusts, and charitable organizations. LW manages portfolios using equity and fixed income securities, mutual funds, and exchange-traded funds (ETFs). Wealth planning services include estate planning, tax planning, retirement planning, and more. LW operates as a wholly-owned subsidiary of The Huntington National Bank.
Assets Under Management$5.2B
Clients1,665
Advisors18
Avg. per Client$3.1M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Standalone, discretionary portfolios holding laddered U.S. Treasury securities are typically charged at a flat annual fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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