Layline Advisors is a fee-only RIA that works with individuals, families, and 401(k) sponsors. Our focus is high touch planning relationships with clients who typically invest assets with us in our discretionary investment management product. Our portfolios primarily consist of ETFs and low cost mutual funds. We do not have account minimums and encourage clients without investable assets (younger accumulators) to engage us through a financial planning retainer. We leverage technology to run an efficient practice and engage clients on an ongoing basis. We currently serve clients in 9 states.
Layline Advisors recently entered into a formal partnership with Alesco Advisors, which is an RIA located in Rochester, NY, and is a leader in the institutional and high net worth investment space.