What Can You Expect When We Work Together?
Wealth Management Services
Investment Management & Financial Planning
We charge an annual investment advisory fee through LPL Financial for ongoing wealth management services based on the total value of the assets that we are managing on behalf of our clients. A comprehensive financial plan is included in this fee for accounts greater than $500,000.
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Account Value
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Annual Fee***
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Less than $500,000
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1.5%
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$500,000 - $1,499,999
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1.25%
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$1,500,000 – $2,999,999
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1.0%
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$3,000,000 – $7,499,999
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0.75%
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$7,500,000 and Above
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Negotiable
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***The client’s total fee includes the advisor fee and program fee, which included custody, trading, administration, and transaction fees. A separate strategist fee may apply for certain managers (if applicable). The fee may adjust over time if you switch out models or the account value changes. Underlying mutual fund and ETP expenses are disclosed in the prospectus. Mutual funds may have redemption fees.
Financial Planning
For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge an annual planning fee starting at $4,000. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $2,500 for project-based engagements.
This fee does not include any ongoing implementation post-engagement, nor does it include any detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.
All advisory services offered through LPL Financial