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
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an investment advisor representative (IAR) with Faithward Advisors, LLC, dedicating full-time hours to this role. He also serves as a board member for the nonprofit Aunt Mary's House, spending minimal time on this activity.