Lindbrook Capital, LLC

Lindbrook Capital, LLC is a registered investment adviser established in 2011, based in Los Angeles, CA. The firm offers comprehensive portfolio management services, including financial planning and consulting, utilizing various investment vehicles such as ETFs, mutual funds, stocks, and bonds. They conduct regular client meetings to assess financial goals and risk tolerance, proposing tailored investment approaches. Lindbrook Capital may also engage Independent Money Managers and serve as a sub-advisor to other investment firms. The firm does not charge performance-based fees and does not have a minimum account balance requirement for their Comprehensive Portfolio Management service. Clients are billed up to 1% of assets under management annually. Lindbrook Capital uses fundamental and technical analysis, among other strategies, to manage client accounts. They disclose potential risks associated with investing, including interest-rate risk and market volatility. The firm acts as a trustee for client accounts and has custody of client funds and securities. They have procedures in place for third-party money movement and comply with SEC regulations regarding custody and proxy voting. Lindbrook Capital does not accept referral fees and discloses any conflicts of interest, such as their ownership in Felicitas Global Partners, LLC. Clients can direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm emphasizes its fiduciary duty to act in clients' best interests and maintains a Code of Ethics for all associates.