Looking to move from Bank channel to Indy....most likely w LPL. Realistically going to move $20-25mm from funds, managed and VAs. Have roughly $40mm in Fixed Annuities that will come due over next 5 years.
What am I missing?
$700-900 per month in LPL charges ( compliance, E&O, technology)
How much is a personalized website?
Fee based fees?
I like to implement allocations with ETFs, if I bill 1%, what program fees will client pay?
Does LPL have any competitive fixed annuities? For purpose of 1035ing existing contracts as they come due.