PSI Advisors offers financial planning and investment management services to individuals, high-net-worth individuals, retirement plans, and businesses. PSI's services include financial planning, retirement plan consulting, and investment management through LPL Financial's advisory programs. PSI conducts its investment advisory business through a network of independent Investment Adviser Representatives (IARs). IARs may also be registered representatives of LPL Financial and licensed insurance agents, creating potential conflicts of interest.
Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.