A complete list of active advisors currently associated with Link Asset Management LLC
Warmer can help you find a great advisor at Link Asset Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Link Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kasilof, AK
| 5
|
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