Preisz Financial offers investment advisory and financial planning services. Investment advice covers various securities and considers your financial situation. Preisz Financial provides advisory services through programs sponsored by LPL Financial, including Strategic Wealth Management (SWM), Guided Wealth Portfolios (GWP), and Model Wealth Portfolios (MWP). They also offer financial planning, including cash flow projections, asset valuation, and retirement analysis. Qualified Retirement Plan advisory services are also available to pension, profit sharing and 401(k) plans.
Fee Structure
Preisz Financial offers investment management through several LPL Financial programs:
- Strategic Wealth Management (SWM): Fees range from 0.40% to 1.50% depending on the amount you invest. All transaction charges are included.
- Guided Wealth Portfolios (GWP): A flat advisory fee of 0.45% plus a 0.35% platform fee. There is also a $20/year small account fee for accounts under $10,000.
- Model Wealth Portfolios (MWP): Fees range from 0.5% to 1.80% depending on the amount you invest. This includes Preisz Financial's advisory fee and LPL's program fee.
For restricted accounts managed by Symmetry Partners, fees range from 0.45% to 0.90% depending on the amount you invest. This includes Symmetry's sub-advisor fee and Preisz Financial's advisory fee.