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, which is negotiable between the client and LPLE, with a maximum of 2.50% of the assets in the account. This fee is payable quarterly in advance. The account fee covers asset management, administrative, and custodial services. LPL also assesses a $5 transaction charge on each purchase and sale, but this is waived if an eligible contribution has been made within the previous 365 days. LPL generally requires a minimum account value of $1,000, but eligible contributions are required for accounts below $10,000.
Areas of Practice
Advisor Information
Office location
2812 N Norwalk, BLDG 9 Suite 118, Mesa, AZ, 85215
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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
Cade operates under the DBAs Cornerstone Wealth Portfolios and Cornerstone Wealth Management for his LPL business, dedicating full-time hours to these investment-related activities. He also engages in Medicare Supplement Business through GMIA INC, spending about 60 hours per month, and provides administrative support to Cornerstone Wealth Management LLC, another full-time commitment. Finally, Cade spends a few hours per week on Maracaba BJJ, a martial arts activity.