Asset Management
Today's investors, faced with increasing opportunities and challenges to build and protect their wealth, are turning to fee-based advisors for financial guidance. Now, more than ever, the benefits and rewards of fee-based asset management are recognized as crucial to maintaining and developing long-term client relationships.

LPL Financial advisors agree that fee-based asset management provides the ideal platform for delivering unbiased advice and comprehensive financial services to clients. Over the last decade, LPL Financial has experienced record breaking success, with total assets under management currently over $30 billion.

Advisors appreciate the flexibility of LPL Financial's fee-based asset management platforms. LPL Financial's competitive fee-based platforms allow advisors to manage assets themselves or have a third party manage assets for them. Rather than commissions, advisors receive an annual fee based on the value of their assets under management. Many investors prefer this method of compensation, since both the advisor and investor are seeking the same goal - to grow the value of their assets.

Strategic Asset Management - A fee based asset allocation platform, provides unlimited flexibility to personalize clients' portfolio with access to more then 6,200 no-load/load-waived and institutional mutual funds, stocks, bonds, alternative investments, conservative options strategies and a multi-manager variable annuity. SAM is offered through LPL Financial, a Registerd Investment Advisor, Member FINRA/SIPC. Nominal transaction costs will occur.

Manager Select - A consulting wrap platform, is a simple yet sophisticated solution for high-net-worth clients seeking access to institutional portfolio managers. Manager Select has over 100 institutional money managers available representing 50 investment styles.

The Optimum Market Portfolios Account - Available in both a brokerage and advisory platform, the Optimum Market Portfolios account allows you to increase the capacity of your practice by outsourcing asset allocation, fund selection/monitoring and rebalancing.

Integrated Advisory Services - This innovative platform packages both best-in-class mutual funds and separate account managers selected and monitored by LPL Research with a range of overlay portfolio management services.

LPL Financial's commitment to providing competitive fee-based platforms, comprehensive training and premium marketing tools allow advisors to offer exceptional value-added services to their clients and stay ahead of the competition.

Fee-Based Asset Management - Your assets will be allocated carefully and monitored regularly, with a plan that is tailored to your unique investment goals, risk tolerance, and time horizon.

Life revolves around relationships, and estate and financial planning is no different. We will work with you to understand your concerns, your needs and your dreams.