On a Personal Note
Investment Advisory Programs
Strategic Wealth Management (SWM)* Program
This program is for accounts from $15,000 up to $1,000,000
ACCOUNT SIZE ANNUAL ADVISORY FEE
$0 - $25,000 1.50%
$25,001 - $50,000 1.25%
$50,001 - $250,000 1.10%
$250,001 - $500,000 1.00%
$500,001 - but less than than $1.0 million 0.95%
Assets in excess of $1.0 million 0.85%


Optimum Market Portfolios (OMP)**
Program
This program is for accounts from $15,000 and up
ACCOUNT SIZE ANNUAL ADVISORY FEE
All account sizes 1.40%


Model Wealth
Portfolios (MWP)**
Program
This program is for accounts from $15,000 up to $1,000,000
ACCOUNT SIZE ANNUAL ADVISORY FEE
$100,000 - $249,999 1.55%
$250,000 - $499,999 1.45%
$500,000 - $749,999 1.35%
$750,000 - $1,249,999 1.25%
$1,250,000 - $4,999,999 1.20%
$5,000,000 negotiable
  *SWM is offered through Independent Financial Partners
**OMP and MWP are co-advisory accounts offered through Independent Financial Partners and LPL Financial
© 2010 The Grace Companies

 

The Grace Companies
225 S. Westmonte Dr., Suite 1050 Altamonte Springs Florida
321-207-0465 Toll Free: 800-943-0465

Member: www.finra.org     www.sipc.org  

SECURITIES OFFERED THROUGH
LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial.