Model Wealth Portfolio Management Fee Schedule
| Program Fee | Aggregate Market Value* | Annual Investment Management Fee |
|---|---|---|
| Covers LPL Financial Administrative Fee, Overlay Portfolio Management Fee and Transaction Fees | $25,000 - $99,999 | 1.50% |
| $100,000 - $399,999 | 1.40% | |
| $400,000 - $999,999 | 1.30% | |
| $1,000,000 - $1,499,999 | 1.20% | |
| $1,500,000 - $1,999,999 | 1.10% | |
| $2,000,000 - $2,999,999 | 1.00% | |
| $3,000,000 - $4,999,999 | 0.90% | |
| $5,000,000+ | 0.70% | |
|
| |
Transaction Fee |
| |
| Retirement Account Fee | IRA Fee:$40/Year | Termination Fee: $125 |
- Model Wealth Portfolio is designed to help you address specific goals and specific needs. LPL Financial Research, Black Rock, Alpha Simplex, American funds, and Quantitative Advantage have developed models to pursue your goals.
- The LPL Financial Research team consists of accomplished industry veterans, comprising one of the largest and most experienced research groups among independent brokerage firms. In providing investment advice, the team is not influenced by proprietary products, investment banking relationships, or business interests - therefore, the team and their advice is objective and conflict-free.
- The team creates theme-based portfolios for a broad range of investor preferences. Each portfolio benefits from the combination of professionally-designed asset allocation strategies, rigorous security due diligence, holistic portfolio construction and ongoing monitoring.
*assets under management