Link Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,740,107
Clients
30
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$124,670
About
Link Asset Management LLC provides wealth management, discretionary investment management, and financial planning for individuals, high-net-worth clients, trusts, estates, and businesses. Services include retirement account guidance, standalone financial planning engagements, and ongoing portfolio construction and supervision using mutual funds, ETFs and, when appropriate, individual securities, bonds or options.
The firm follows a customized, primarily long-term investment approach that combines fundamental and technical analysis to set strategic asset allocations aligned with each client’s goals, time horizon and risk tolerance. Portfolios are typically built with low-cost, diversified funds and monitored for rebalancing, tax- or legacy-driven retention of positions, and occasional shorter-term trades to meet client objectives or market conditions.
Noteworthy distinctions disclosed in the brochure include the firm’s use of client testimonials in its advertising (an uncommon practice among peers) and operation of an educational podcast that the adviser monetizes. The adviser also maintains an insurance license and may receive commissions for insurance sales, and participates on an institutional custody platform that provides in-kind services and economic benefits—relationships the brochure identifies as potential conflicts the firm says it manages under its fiduciary policies.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.98% annually $500,001 - $750,000: 0.95% annually $750,001 - $1,000,000: 0.90% annually $1,000,001 - $1,250,000: 0.85% annually $1,250,001 - $2,500,000: 0.80% annually
Account minimum: $250,000 Fee-only: Financial planning services at $400 per month, billed monthly in advance; fees may be negotiable
Main office location
Link Asset Management LLC
44539 Sterling Highway, Suite 105
Soldotna AK 99669, United States
Number of offices
1
Most active in
Link Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Alaska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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