Lindahl & Mansager, Inc. offers investment management through continuous supervision, taking into account your specific goals. They construct portfolios to meet individual goals, reflecting a coherent strategy based on your financial and tax situation. Lindahl & Mansager only recommends open-ended mutual funds, exchange-traded funds, or money market funds. They also provide tax planning, tax preparation, accounting services and general financial planning.
Assets Under Management$190M
Clients295
Advisors3
Avg. per Client$650K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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