Lineguard Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,411,800
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$800,223
About
LineGuard provides discretionary investment management and limited financial planning to a mix of individuals, high‑net‑worth clients, trusts and estates, as well as pension plans, corporations, and charitable organizations. Like many independent advisers, it charges fees based on assets under management and focuses on ongoing portfolio management for individual clients.
The firm constructs customized portfolios using mutual funds, ETFs, and individual equity and fixed‑income securities, with a stated preference for low‑cost ETFs or individual securities to manage costs. Its process combines qualitative portfolio design with a quantitative, income‑driven rebalancing approach intended to keep equity-to-fixed‑income allocations within roughly 10% of target allocations.
Distinctive features include serving charitable organizations—a client type that is uncommon among independent peers—and the ability to manage allocations within variable annuity and variable life products through limited trading authorizations at the product custodian. The firm also operates at modest scale (approximately $42.4 million in discretionary assets across 53 client accounts) and does not accept proxy‑voting authority for client securities.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Main office location
Lineguard Investments, LLC
101 W. Big Beaver Road, Suite 1400
Troy MI 48084, United States
Number of offices
1
Most active in
Lineguard Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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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