Assets Under Management
$4.6B
Number of Clients
1,681
Number of Advisors
21
Average Client AUM
$2.7M
AUM per Advisor
$217.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Linscomb Wealth provides personalized, fee-only investment management and wealth planning services to high-net-worth and ultra-high-net-worth individuals and families, trusts, and charitable organizations. Investment advice primarily incorporates equity and fixed income securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Client relationships prior to 2012 or accounts obtained through acquisition may be subject to a different fee schedule. Fees are negotiable.
1333 West Loop South, Suite 1500, Houston, TX, 77027