461 From Road,
3rd Floor, Suite 385,
Model Wealth Portfolios Advisor Sleeve is a program that is designed to allow qualified advisors to create and implement their own discretionary trading models.
We currently offer two different investment models:
Each model has 5 variations of risk that correlate to LPL Research's risk profiles, which are designed to further match up to each prospective client's Riskalyze risk score.
Click here to see the current asset class breakdown of the models.
To learn more, email us at firstname.lastname@example.org or call us at 240-490-2255. You can also go to the on-boarding page which will provide more information including a link to the Riskalyze questionnaire in section 2 c.
Advisor Sleeve offers:
Full Service - We provide our full service clients with the options of:
Investment Only- We provide our investment only clients with the options of:
LPL is a broker/dealer registered with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA) and the Securities Investor Protection Corporation (SIPC). As a registered broker/dealer, LPL is subject to regulatory oversight and internal controls that are designed to protect your accounts.
LPL’s regulatory obligations and controls include the following: