As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to help work toward them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
My office was established to provide ongoing professional advice to investors while helping them address their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis for advisory accounts. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions on each transaction in the account as you would in a brokerage account. Instead you pay an ongoing fee, which is typically a percentage based on the value of the assets in your account.
Working on a fee basis in an advisory relationship allows me to:
- Customize an investment portfolio that is designed to help you pursue your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
- Manage your portfolio and make investment changes without commissions on each transaction as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.