Who we are
Ledgerline Advisers LLC, 200 Clarendon Row, Floor 14, Boston, MA 02116, provides managed and self-directed investment accounts through one app. Client investments are held in the client's name at an independent custodian, separate from Ledgerline's own assets. (Sample text for a fictional business.)
Investment risk
Investing involves risk, including the loss of money you invest. The value of investments and the income from them can fall as well as rise, and you may get back less than you invest.
Past performance is not a reliable indicator of future results.
Projections and illustrations are not guarantees.
Diversification and rebalancing do not ensure a profit or protect against loss.
Tax-loss harvesting may not suit everyone; ask a tax professional about your own situation.
Not investment advice
Articles, examples and the sample app on this website are general information and do not take your personal circumstances into account. A personal recommendation is given only through a Ledgerline plan, after you complete our questionnaire.
Fees and conflicts of interest
Our annual fees are 0.15% (Self-directed), 0.35% (Managed) and 0.25% (Private, from $250k), charged monthly. The ETFs you hold charge their own fund expenses, currently averaging 0.09% a year. Ledgerline does not accept commissions, revenue sharing or payment for order flow.
Cash Account
The Cash Account holds the cash in your plan that is not invested. The terms that apply to it are set out in your account documents.