Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The OMP program has an annualized account fee, which is negotiable between the client and LPLE, with a maximum of 2.50% of the assets in the account. This fee is payable quarterly in advance. The account fee covers asset management, administrative, and custodial services. LPL also assesses a $5 transaction charge on each purchase and sale, but this is waived if an eligible contribution has been made within the previous 365 days. LPL generally requires a minimum account value of $1,000, but eligible contributions are required for accounts below $10,000.
Areas of Practice
Advisor Information
Office location
608 S. Washington St., Suite 304, Naperville, IL, 60540
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No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Maria is a board member for Naperville Noon Lions, a service club, since 1990 and provides non-variable insurance since 2012. She also dedicates nearly full-time hours to providing investment advisory services through Total Clarity Wealth Management, Inc.