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Affiliation with LPL custodian. LPL is affiliated with Private Trust Company N.A. a trust company licensed in all 50 states under a national bank charter PTC. Once the relevant accounts are under our management we review such accounts on a regular basis and at least annually. Added a new management offering LPL s centrally managed algorithm based investment program Guided Wealth Portfolios. To the extent that a client elects to utilize LPL as their custodian LPL will direct client s IRA...
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What is wrap fee brochure?
The wrap fee brochure is a document that provides information about the fees, services, and potential conflicts of interest associated with a wrap fee program offered by an investment advisor.
Who is required to file wrap fee brochure?
Investment advisors who offer wrap fee programs are required to file a wrap fee brochure with the SEC.
How to fill out wrap fee brochure?
To fill out a wrap fee brochure, an investment advisor must provide detailed information about the fees charged, the services provided, and any conflicts of interest that may arise.
What is the purpose of wrap fee brochure?
The purpose of the wrap fee brochure is to provide clients with important information about the fees and services associated with a wrap fee program, as well as any potential conflicts of interest.
What information must be reported on wrap fee brochure?
The wrap fee brochure must include information about the fees charged, the services provided, the advisor's investment strategies, any conflicts of interest, and the advisor's disciplinary history.
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