Link Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management, discretionary investment management, and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, managing roughly $3.74 million for about 30 clients. It offers retirement account advice and standalone financial planning or consulting engagements and may refer clients to unaffiliated specialists such as attorneys or accountants when appropriate.
Investment programs are customized and typically constructed with low‑cost mutual funds and ETFs, though individual stocks, bonds, options and legacy holdings may be used to meet client objectives; the firm combines fundamental and technical analysis and generally follows a long‑term orientation while permitting shorter‑term trades for rebalancing or cash needs. Accounts are managed on a discretionary basis with continuous monitoring and at least annual formal reviews, and clients can impose reasonable investment restrictions subject to acceptance.
Compared with many peers, the firm discloses several less common practices: it produces a monetized educational podcast and discloses related compensation, operates with a licensed insurance practice that can generate commission income, and indicates use of client testimonials in its advertising. The firm also participates on an institutional custodian platform and discloses receiving economic benefits from that relationship, which it notes may create potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.98% annually $500,001 - $750,000: 0.95% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $1,250,000: 0.85% annually $1,250,001 - $2,500,000: 0.80% annually
Account minimum: $250,000 Fee-only: Financial planning services billed at $400 per month, billed monthly in advance; fees may be negotiable.
Main office
27982 Kalifornsky Beach Road
Kasilof AK 99610
Advisors at this office
1
Most active in
Alaska
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.
Forms ADV
Quick links
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