The portfolios may include other assets outside of LPL Financial through direct business approved by LPL Financial. Masus Financial Group Ltd. provides investment services. The Company offers assistance in financial planning, insurance, and investment. Masus Financial Group serves customers in the United States.

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Financial Advisors at Lpl Financial LLC

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It oversees $404 billion in total assets across its 1,517,995 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees. Masus Financial Group, LTD provides a number of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services.

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As of the date of https://day-trading.info/ Group, Ltd. most recently-filed Form ADV, the firm reported that it managed these assets across 297 client, which gives the firm an average client size of $547,205. Masus Financial Group, LTD oversees more than half of the company’s client assets in a discretionary manner. Discretionary management means that transaction decisions for the client’s account are made by a portfolio manager without requiring client consent.

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We offer dealers competitive solutions to assist in financing with customers who cannot obtain financing through traditional means. The firm’s website is not secure by modern internet standards. Unlike HTTPS connections, HTTP connections 10 day trading strategies for beginners are not encrypted. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC.

These conflicts can negatively impact clients via hidden fees and overall higher costs. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark.

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This can be useful if you want to learn about investing or financial management on your own. This is the process of planning for your financial future, including for events such as retirement, your child’s college education or estate succession. Masus Financial Group, Ltd. focuses on your business’ unique set of financial circumstances.