LinnHavn Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LinnHavn Wealth Advisors LLC is a recently formed, state-registered advisory firm that serves individuals, high-net-worth individuals, charitable organizations, and business entities. The firm provides discretionary asset management and comprehensive wealth/financial planning services, with planning delivered as part of ongoing client relationships and also available as separate fixed-fee planning projects.
The firm tailors portfolio management to each client’s goals, time horizon, and risk tolerance and may employ both fundamental and technical analysis in constructing portfolios. LinnHavn may engage sub-advisors to manage all or portions of client assets and explicitly retains the authority to select and appoint other investment advisors who may receive discretionary authority over client accounts.
What is distinctive about LinnHavn compared with many peers is its affiliation with a separate legal practice: the firm’s principal maintains an outside law practice and may offer legal services to clients through that separate entity, a relationship disclosed as a potential conflict of interest and subject to mitigation. Other uncommon features for a firm of this type include offering fixed-fee wealth planning projects, actively selecting third-party advisers for client accounts, providing individual portfolio management, and not acting as a private fund adviser or using performance-based fee arrangements.
Client services
Expertise
Occupation focus
Fee options
Wealth planning project fees range from $1,000 to $50,000, fixed fees based on client needs and project complexity.
$0 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01+: 0.50% annually
Main office
Inver Grove Heights MN
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
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