Corwin Company offers financial planning services covering income, insurance, retirement, education, and estate planning. It also provides investment management through LPL Financial's advisory programs, including Manager Access Select, Optimum Market Portfolios, Personal Wealth Portfolios, Model Wealth Portfolios, Small Market Solution, and Guided Wealth Portfolios. Services are tailored to individual client needs and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
These rates are maximums. The MWP account fee may be up to 2.50% under legacy fee structures. The annual management fee for SMS is 1.20%, which consists of an LPL program fee of 0.20%, and an advisor fee of up to 1.00%. GWP Managed Service clients are charged an account fee consisting of an LPL program fee of 0.35% and an advisor fee of up to 1.00%.