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Home > Account
Types > Brokerage Accounts > Manager Select |
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LPL's Manager Select Platform
Manager Select, is a separately-managed custom portfolio
platform, offered through Linsco/Private Ledger (LPL), offers
high-net-worth investors the ability to access professional,
institutional portfolio managers at significantly lower
account minimums. Manager Select is a tailored wealth
management platform including investment planning, strategy
development, manager selection, portfolio construction,
ongoing management, trade execution and performance
measurement. By allowing our client’s access to Arthur Zaske
Investment Management, they enjoy a higher level of
specialization and service through ownership of individual
securities.
Rather than receiving commissions, the Manager Select
platform compensates consultants through an annual advisory fee
based on each account’s value. If the value increases, your
compensation increases as well. For this fee, you provide
investment advisory services, including asset allocation,
portfolio manager recommendations, and quarterly account
reviews and consolidated reporting.
The features and benefits of managed accounts typically
appeal to clients looking to invest $500,000 or more because
they are working with enough money to allow diversification
among managers and styles. Managed accounts can offer an
extra level of benefits for clients in several ways mutual
funds cannot, such as improved tax efficiency, less
performance dilution and a higher level of control.
The Manager Select Platform includes these features:
- Minimum Account Size – $100,000.
- Portfolio Managers – At Strategic Financial we utilize Arthur Zaske Investment
Management as our preferred Portfolio Manager. We have . . . . .
- Account Management – Strategic Financial assists our clients with determining
their investment objectives, risk tolerance and time horizon. LPL Research performs
ongoing due diligence on the recommended portfolio managers and reports its findings
through manager profiles each quarter. Each manager makes all trading decisions and
places trades on behalf of the client.
- Research Support – LPL’s independent Research team, in union with state-of-the-art
technology, provides us with the latest quotes, market trends and investment recommendations.
- Advisory Fees – There are no commissions to buy or sell assets within Manager Select
accounts. We are compensated through an annual advisory fee for each account based on the
value of our client’s account.
- Performance Reports – Consolidated, comprehensive reports are sent to our clients
quarterly, making it easy to monitor performance.
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Advisory Services, Asset Management and Securities Offered Through LPL Financial, member FINRA/SIPC
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