Our services are designed to optimally serve the following types of clients:
- Household investable assets greater than $500,000, where 1.25% per annum advisory fees include financial planning services
- Companies with operating cash management greater than $10,000,000, starting at 0.35% advisory fees per annum
- Business owner succession and exit planning with EBITDA over $1,000,000
- High net worth, corporate executives, and family offices seeking economic forecasting guidance
- Complicated family dynamics, where assets are debated
- Estate planning challenges given illiquid assets (e.g., real estate, business interests, etc.)
- Company founders and their firms - specialized access and services made available through LPL Private Client Services Network
