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
45 Wyntre Brooke Drive, York, PA, 17403
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No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a partner and CFO of Mid Atlantic Car Fest LLC, dedicating minimal time to this non-investment related activity. He also works full-time for The Financial Advisory Group LTD as a DBA for his LPL business and spends about 10-20% of his time as an IAR for The Financial Advisory Group, providing financial planning and consulting services, and dedicates minimal time to photography.