Description Of Services
At Perseus Wealth, we provide assistance in the following areas:
- Comprehensive financial plan creation and implementation
- Highly customized and tax efficient investment strategies
- Concentrated stock
- Insider constraints
- Deferred compensation
- Sophisticated tax planning
- 24/7 Access
We pride ourselves on holding the CFP® designation. This designation mandates due diligence not required by other advisors, including adherence to strict ethical guidelines. LPL Financial’s open architecture model allows us to offer unbiased advice and draw from any number of best in class managers and investments.
The planning process determines the appropriate asset allocation structure. The investment vehicles chosen are based on the client’s specific situation with regard to taxes, previous holdings, and preferences. We place particular emphasis on bringing about the best returns given our clients’ requirements, with the least volatility and tax implications.
Our fees include comprehensive financial planning, investment implementation and review. A flat fee is charged for the creation and maintenance of a comprehensive financial plan. Should you choose our firm to conduct ongoing asset management, percentage fees are dependent on the asset level, asset allocation, and vehicles used.
About LPL Financial
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), is one if the leading financial services companies and the largest independent broker/dealer in the nation.*
*Based on total revenues, as reported in Financial Planning magazine, 1996-2015.
Asset Management services offered through LPL Financial. A Registered Investment Advisor.
Let Us Help You Master Your Money
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you persue those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.