If we are not already registered in your state and it makes sense to work together, we will gladly register in your state to bring you on as a client. Currently we are registered in AZ, CA, CO, LA, NC, OR, TX, UT, and WA.
Your assets will be held at LPL Financial, a Fortune 500 company that also happens to be the largest independent Broker Dealer and third largest independent RIA in the country. Our clients not only have access to the LX Parker team, but also the vast resources within LPL including their investment research, trading, financial planning and administrative teams.
Because we partner with LPL Financial, the largest independent broker dealer and 3rd largest Independent Registered Investment Advisor, we have an open architecture platform with access to thousands of investment options including, mutual funds, ETF, SMAs, UITs, individual securities, and alternative investments.
We do not have an asset minimum. We have multiple service models and investment portfolios that can accommodate any asset level. However, clients with over $2M in assets generally have access to the broadest set of investment options.
We will be disappointed, but clients are always free to choose a different advisor. We will try to understand what went wrong and what we can do to improve. We will keep the door open in case you ever want to come back.
We offer a variety of services with several different pricing models.
Financial Planning fees can range from $5,000 to over $50,000. The average retirement plan costs about $7,500. Financial planning fees can be used to offset investment management fees so that you are not "double billed" if you decided to have us manage your assets as well.
Investment Management fees can range from .75% to 2% depending on the size of the portfolio and the investment strategy. A typical balanced portfolio of $2M would be charged about 1% which is the industry average. Investment management clients who are billed over $5,000 annually we be eligible to receive a complimentary financial plan.
Personal CFO Services fees are determined on a per client basis after we mutually agree upon a scope of work.
Our founder Courtney Leffall began his financial advising career in 2006 and has nearly 20 years of experience in the industry working at a number of large firms including Bank of America, USAA, Dimensional Fund Advisors and Silicon Valley Bank.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, LA, NC, OR, TX, UT, and WA.
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