Layline Asset Management

Layline Asset Management at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 33 individual clients, 1 of them high net worth.
• Its average account is about $185,000 (assets it manages divided by its 78 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Layline Asset Management fees

Layline Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Harry Campbell

Other fee-only firms in Minnetonka

• Marks Group Wealth Management
• Marquette Wealth Management
• Money Matters, Inc.
• Navista Wealth Management
• Twele Capital Management
• UAK Diversified Wealth Advisors
• Wealth Planning Group
• Kingdom Legacy Advisors

Fee-only advisors in Minnesota