Firm
Lin Global Advisors
Kirkland, Washington
Fee-only
Facts
| Based in | Kirkland, Washington |
|---|---|
| Website | linglobaladvisors.com |
| Phone | (425) 802-5988 |
Lin Global Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"our only compensation is the quarterly 0.25% management fee, based on the value of the assets under management" source
"At least USD $500,000 of liquid, investable assets" source
"At least USD $500,000 of liquid, investable assets" source
"our only compensation is the quarterly 0.25% management fee, based on the value of the assets under management" source
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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $31 million |
| Individual clients | 37 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 164887 |