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
200 Applebee St Ste 208, Barriington, IL, 60010-3060
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward works with One Resource Group to provide life insurance, long-term care insurance (LTCI), and fixed annuities, dedicating minimal time to this activity. He also spends about a quarter of his time with Sequoia Wealth Management as a registered investment advisor hybrid, and the majority of his time on Ironwood Family Wealth Advisors, LLC and Ironwood Health Care Wealth Advisors.