Financial planning fees range from $0 to $10,000 or up to $500 per hour, depending on the complexity and scope of the engagement. The IAR determines the fee based on factors like assets involved and complexity of services. For TAMP programs, LPLE and the TAMP sponsor each charge an advisory fee, with LPLE's fee typically up to 2%. Clients in the MWP program are charged an annualized account fee which is comprised of an advisory fee and a manager fee. The maximum advisory fee is 2.35% and is negotiable. The manager fee ranges from 0% to 0.60%.
110 Allen Road, 2nd Floor, Basking Ridge, NJ, 07920
Get directionsAdam is a member of the United States Coast Guard Auxiliary, dedicating minimal time. He is also the President/founder of Kay Financial Solutions, LLC, a DBA for his LPL business, and is involved with Prudential for property and casualty, but spends no time on either.