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Wealth Management

Advisory Accounts

The primary advisory investment platform used by EFinancial Advisors is LPL’s Strategic Asset Management II account. This strategy allows us to manage client accounts on a fee basis versus a commissioned basis. The fee is all encompassing and covers all account management and trading costs associated with the portfolio thus protecting the client from risk of excess trading fees.

This strategy allows us to choose from a wider array of investment products required to help meet our clients goals, objectives and risk tolerance.

Portfolios can be constructed using investment products such as stocks, bonds, numerous types of investment companies, REITs (real estate investment trusts), and other alternative asset classes. The minimum account size is $25,000.

Trust Services

We offer trust services through the Private Trust Company, a wholly owned subsidiary of LPL Holdings. This arrangement allows us to provide fully integrated trust administration to our clients in a seamless fashion.

Click on  Private Trust Company  brochure for more information.