Reasons Affluent Investors Choose Institutional Direct Ownership Versus the Fee-Only Advisor!

Linden Thomas & Company employs a team of financial planners, bond and equity specialists, and advisors who work together to build portfolios directly through our equity and fixed-income strategies. This is why it is important to know beforehand what fee-only advisors provide.

In this guide, you will learn the following:

    • What are the types of investment advisors?
    • Six disadvantages of fee-only advisors
    • What most advisors don't want you to know
    • How advisor cost and retail funds contrast with Linden Thomas & Company
    • And much more!

While financial planning is your road map, portfolio efficiency is the engine that gets you to your destination! Learn more by downloading our guide!