Linder Financial Services, Inc.
Alpharetta, Georgia
Linder Financial Services, Inc., based out of Alpharetta, GA, is a reputable small investment advisory firm with a robust client base and a focus on high net worth individuals. With over 50 individual clients, the firm manages a substantial portfolio of assets worth over $114,707,000. Linder Financial Services operates from two offices, delivering personalized financial solutions tailored to their clients' unique needs. The firm's compensation structure encompasses various types, including a percentage of assets under management. This ensures alignment with client interests and incentivizes the team to maximize returns. Linder Fi...
See more
Loading...

Assets Under Mgmt

$114.71M

Investment Professionals

4

Locations

1

% 401K & Individual

4%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Other: A ONE-TIME FEE IS PAID BY NEW CLIENTS UPON ACCEPTANCE OF THE INITIAL INVESTMENT PORTFOLIO STRATEGY DEVELOPED BY LFS.
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.