L
Layline Asset Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,453,966
Total clients
33
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$437,999
About
LayLine Asset Management Inc is an independent, single-advisor registered investment adviser that serves primarily individual clients with discretionary investment management and occasional family financial planning. The firm manages client assets on a fee‑based, percentage-of-AUM basis and delivers portfolio management services for individuals.
The firm offers two core account types—Strategic IM accounts that combine longer-term individual securities with tactical positions, and Tactical IM accounts that rely primarily on sector- and style-specific ETFs—and manages all accounts on a discretionary basis. Its investment process emphasizes technical tools, notably Relative Strength analysis supplemented by traditional technical, intermarket and macroeconomic analysis for tactical selections, while strategic selections incorporate fundamental analysis; the firm provides consolidated quarterly reports and ongoing commentary to clients.
What is distinctive is the firm’s regular publication of its own periodicals (LayLine’s Commentary EViews and Trade Notes EView), a feature that is uncommon among similar independent solo-practice advisers. The firm also requires Tactical IM accounts to be custodied at a specific broker-dealer to facilitate efficient trading and applies differentiated fee levels and account structures for Tactical versus Strategic management, with tactical portfolios not managed for tax efficiency.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Income planning
Retirement income strategy
Cash flow / budgeting
Fee options
$0 - $100,000: 1.00% (Tactical IM Account) $100,000 - $500,000: 0.85% (85 basis points) (Tactical IM Account) $500,000 - $1,000,000: 0.70% (70 basis points) (Tactical IM Account) $1,000,000 - $1,750,000: 0.55% (55 basis points) (Tactical IM Account) $1,750,000+: 0.40% (40 basis points) (Tactical IM Account) $0 - $100,000: 1.40% (Strategic IM Account) $100,000 - $500,000: 1.25% (Strategic IM Account) $500,000 - $1,000,000: 1.10% (Strategic IM Account) $1,000,000 - $1,750,000: 0.95% (95 basis points) (Strategic IM Account) $1,750,000+: 0.80% (80 basis points) (Strategic IM Account)
Fee-only: Fee-based investment service based on percentage of assets under management; no commissions or performance fees.
Main office location
Layline Asset Management Inc
Minnetonka MN, United States
Number of offices
1
Most active in
Layline Asset Management Inc has reported serving >5 clients in these states in the last 12 months.
Minnesota
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:
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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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Lawyer
They provide legal services, typically billed separately.
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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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