Why LPL?

  • They are a firm that works for the advisors, so we can focus on our clients
  • They do not sell proprietary products
  • They offer independent Research
  • They have no sales quotas

Will there be a charge or fee to transfer my account?

  • No, there will be no fees to transfer the account

Will there be any taxable gains if I transfer?

  • No, we will be transferring all assets “in Kind”
  • The portfolio will come over as is with no sales or changes

What will happen with my banking?

  • You can bank anywhere and keep your bank account at any bank that is comfortable for you