Do-It-Yourself Client Services
The Traditionalist
- Investments using a traditional commission-based brokerage account.
- No minimum investment requirement (investment providers may have minimum)
- The ability for the client to create a goals-based financial plan.
- Limited advisor access.
- All additional core benefits.
The Soloist
- Investment management through LPLfinancial’s Robo advisor.
- Uses low cost, passive index products and computer-based decision-making.
- Account set up primarily by the client via account link.
- $5000 account minimum.
- Limited advisor access
- All additional core benefits.
