Lindisfarne Investments, LLC
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About
Lindisfarne Investments is a fee-only registered investment adviser that provides personalized investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2024, the firm managed approximately $1.6 million in discretionary assets for about 17 clients.
The firm implements client-selected investment models and uses a risk-tolerance questionnaire to align portfolios, investing primarily in no-load or low-load mutual funds and exchange-traded funds while employing equities, fixed income and option strategies when appropriate. It provides periodic analytical reports — including charts, graphs and other devices — to help clients evaluate securities and monitor account performance.
Distinctively for a solo independent adviser, Lindisfarne issues periodic client publications and offers an optional performance-based compensation alternative that combines an administrative component with a profit-sharing element above a defined high-water mark; both offerings are uncommon among peers. The firm operates on a discretionary, fee-only basis, does not provide financial planning or tax services, and also makes available fixed retainer and hourly consulting engagements.
Client services
Expertise
Fee options
Retainer agreement annual fee: $3,000 (negotiable).
$0 - $1,000,000: 2% annually $1,000,001+: 1.75% annually
$300/hour plus expenses for limited scope engagements.
Administrative fee of 0.5% of assets under management plus 10% of profits above high water mark, billed quarterly.
Account minimum: $100,000 Fee-only: Firm is strictly fee-only; no commissions or sales of financial products.
Main office
Bay Village OH
Advisors at this office
1
Most active in
Louisiana · Ohio · Texas
Also doing business as
Lindisfarne Investments, LLC · Lindisfarne, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
They're affiliated with a bank that may offer its own financial products and services.
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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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