Layline Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LayLine Asset Management Inc is an independent, single-advisor registered investment adviser that serves primarily individual clients with discretionary investment management and occasional family financial planning. The firm manages client assets on a fee‑based, percentage-of-AUM basis and delivers portfolio management services for individuals.
The firm offers two core account types—Strategic IM accounts that combine longer-term individual securities with tactical positions, and Tactical IM accounts that rely primarily on sector- and style-specific ETFs—and manages all accounts on a discretionary basis. Its investment process emphasizes technical tools, notably Relative Strength analysis supplemented by traditional technical, intermarket and macroeconomic analysis for tactical selections, while strategic selections incorporate fundamental analysis; the firm provides consolidated quarterly reports and ongoing commentary to clients.
What is distinctive is the firm’s regular publication of its own periodicals (LayLine’s Commentary EViews and Trade Notes EView), a feature that is uncommon among similar independent solo-practice advisers. The firm also requires Tactical IM accounts to be custodied at a specific broker-dealer to facilitate efficient trading and applies differentiated fee levels and account structures for Tactical versus Strategic management, with tactical portfolios not managed for tax efficiency.
Client services
Expertise
Fee options
$0 - $100,000: 1.00% (Tactical IM Account) $100,000 - $500,000: 0.85% (85 basis points) (Tactical IM Account) $500,000 - $1,000,000: 0.70% (70 basis points) (Tactical IM Account) $1,000,000 - $1,750,000: 0.55% (55 basis points) (Tactical IM Account) $1,750,000+: 0.40% (40 basis points) (Tactical IM Account) $0 - $100,000: 1.40% (Strategic IM Account) $100,000 - $500,000: 1.25% (Strategic IM Account) $500,000 - $1,000,000: 1.10% (Strategic IM Account) $1,000,000 - $1,750,000: 0.95% (95 basis points) (Strategic IM Account) $1,750,000+: 0.80% (80 basis points) (Strategic IM Account)
Fee-only: Fee-based investment service based on percentage of assets under management; no commissions or performance fees.
Main office
Minnetonka MN
Advisors at this office
1
Most active in
Minnesota
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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