Financial Advisory
FEE SCHEDULE
ACCOUNT MINIMUM $ 500,000
AGGREGATE ASSETS FEE
$500,000 TO $999,999 .95%
$1,000,000 TO $1,999,999 .85
$2,000,000 TO $2,999,999 .75
$3,000,000 TO $4,999,999 .65
$5,000,000+ NEGOTIABLE
VALUE ADDED SERVICES
PORTFOLIO CONSTRUCTION, IMPLEMENTATION and MONITORING
PORTFOLIO ANALYSIS and OPTIMIZATION
ASSET ALLOCATION and DIVERSIFICATION
TRADING and REBALANCING
RESEARCH and DUE DILIGENCE
TAX EFFICIENT SECURITIES and TAX PLANNING STRATEGIES
ADVISOR GUIDANCE
CLIENT REVIEWS
OPTIONAL WEEKLY MARKET UPDATES
OTHER SERVICES AVAILABLE:
INSURANCE
ESTATE PLANNING STRATEGIES
TRUST SERVICES*
401(k) ASSISTANCE
529 COLLEGE PLANS
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.