$100,000 - $1,000,000
We will exercise continuous supervision of the assets under our management. We will select, buy, monitor, and exchange mutual fund shares, or other securities in accordance with our understanding of your circumstances, objectives, market, economic data, and other applicable criteria. We will apply due diligence to our process and carefully research and evaluate the individual investment securities. You will receive a comprehensive, semi-annual performance review that will detail your entire portfolio's return.
* The advisor fee is annually, based upon the value of all assets in the Account (including cash holdings), for the investment advisory services of the LPL Financial Advisor. The fee is negotiable and is shared between LPL Financial and the Financial Advisor.