For clients that would like us to manage part or all of their investments, we charge a fee based on a percentage of Assets Under Management (AUM) / Account Size.
We’ll provide you with:
- Customized Investment Management
- Personalized Financial Planning
- Online Account Aggregation
- Retirement Projections
- Retirement Planning Services
- Tax Planning & Strategies
- Insurance Planning (Life and Long Term care)
- Stock Option Management and Analysis
- Estate Planning
- Philanthropic Planning
- Trust Services1
Our fee is deducted from investments we manage up to a current maximum of $12,000 a year. The fee general considers all investments you own as we help you with everything, not just monies we directly manage.
Expense ratios of mutual funds and ETFs are not included in our fee and are considered in your total cost of investing.
We can avoid fees and sales charges on mutual fund purchases in excess of $1,000,000 per fund family. The underlying fund expense ratios will still be incurred.
Municipal bonds, annuities and insurance products are offered on a commission basis.
1LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.