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, negotiable up to a maximum of 2.50% of assets, charged quarterly in advance. LPL also assesses a $5 transaction charge on each purchase and sale, but this is waived if an eligible contribution was made in the previous 365 days. Clients also pay other miscellaneous administrative or custodial-related fees. There are also fees charged by the Optimum Funds themselves. If the account is closed within the first six months, LPL and LPLE reserve the right to retain the pre-paid quarterly Account Fee.
Areas of Practice
Advisor Information
Office location
80370 County Highway A, Port Wing, WI, 54865
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No disclosures, customer disputes, or regulatory actions on file.
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Colleen owns rental real estate and operates Verus Capital Partners, LLC, her LPL business DBA. She also has outside employment with South Shore Ambulance Association Bayfield County, and spends nearly full-time providing investment advisory services through Verus Capital Partners, LLC.