LPL Private Client Consultants
To help you serve clients with significant wealth, LPL partners you with premium resources, services, and guidance. By integrating complete asset management, philanthropy, risk mitigation, and legacy planning professional services, LPL helps you deliver true holistic wealth management to your most discriminating clients.
Distinctive guidance for significant wealth
What inspires your clients inspires how you develop wealth management strategies for them. With LPL Private Client, you gain a team of partners who understand that your commitment to clients with significant wealth demands tailored and multi-faceted strategies and support.
LPL Private Client connects you to subject matter experts and services across 25 departments and act as an extension of your office to help you deliver the exceptional experience your clients expect.
Holistic wealth management
To help you create a holistic wealth management strategy for your clients, LPL integrates complete asset management, philanthropy, risk mitigation, and legacy planning professional services. This immersive, step-by-step approach helps you develop multiple techniques and strategies to address complesx wealth management situations.
Industry leaders: LPL private client consultants
Assets of Affluent Households
Ranking in Barron's Top 40 Wealth Managers
Average Client Relationship
Data as of April, 2019.