Layline Advisors

Layline Advisors

Rochester, New York

Layline Advisors, a small investment advisory firm based out of Rochester, NY, offers expert financial guidance and personalized investment strategies. With one office, they boast a team of two dedicated employees, both highly skilled in providing comprehensive investment advisory services. Their commitment to excellence is reflected in the impressive average of approximately $31,020,000 in assets under management per investment advisor. Layline Advisors' compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees. Although 401K and individual accounts constitute les...see more

Assets Under Mgmt

$62.04M

Investment Professionals

2

Locations

0

% 401K & Individual

14%

% Discretionary

85%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Reviews for Layline Advisors

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