Linden Thomas Advisory Services (LTAS) aims to help clients build long-term portfolios by creating customized investment plans. LTAS offers wealth management services including portfolio management, investment advice, and financial planning. They also provide retirement plan services to businesses. LTAS uses proprietary index-enhanced portfolios and focuses on capital appreciation while mitigating risk.
Assets Under Management$1.6B
Clients1,590
Advisors11
Avg. per Client$1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$400K
Linden Thomas Advisory Services (LTAS) offers investment management services through three programs:
- Separately Managed Account Platform: LTAS delegates investment selection to outside managers, while overseeing asset allocation and client relationships. Fees range from 0.20% to 1.6% annually.
- LTAS Managed Index Program: LTAS uses its own enhanced-index process. Fees range from 0.20% to 1.6% annually.
- Passive Index Program: LTAS uses Vanguard and DFA index funds. Fees range from 0.0% to 1.6% annually.
Fees are calculated and charged quarterly in advance, based on the portfolio value at the end of the previous quarter.
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