Firm
Lineguard Investments
Troy, Michigan
Fee-only
Lineguard Investments at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 53 individual clients, 15 of them high net worth.
- Its average account is about $499,000 (assets it manages divided by its 85 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Website | lineguardinvestments.com |
| Phone | (248) 687-1110 |
Lineguard Investments fees
Lineguard Investments 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $42 million |
| Individual clients | 38 |
| High-net-worth clients | 15 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-72279) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 156618 |