At LinePoint, we understand the intricate lines of service and support financial advisors
need to reach the point of true independence.
LinePoint Partners & Co. is a registered investment adviser, founded by industry leaders and seasoned practitioners who have built and operated successful single-family offices and wealth management firms.
Drawing from our unique experience serving ultra-high-net-worth clients and investing alongside them, we offer established financial advisors a compelling breakaway opportunity — to align their advisory practice with a trusted partner and platform that provides the intellectual capital and resources needed to move upmarket with their book of business.
Our relationship-driven advisor service model addresses the limitations posed by today’s wirehouses and broker-dealers while leveraging the best of what premier global institutions have to offer.
We envision the advisor experience not as it is, but as it should be:
- Full transparency
- True autonomy
- Enhanced economic structure
- Control of your book
- A refreshing culture of collaboration and support
- Flexibility to maximize and monetize your value
Affiliate advisors gain access to LinePoint’s:
- Comprehensive suite of family-office-caliber services
- Leading-edge technology
- Sophisticated planning expertise
- Exclusive investment solutions
- Robust operational support
Independence Starts Here.
For more information on LinePoint, please complete our form below or contact us at +1 (323) 886-3635.