Fee-Based Asset Management

In today’s increasingly complex marketplace, successful investing requires discipline, know-how, systematic analysis and constant vigilance. You need to have a financial advisor committed to helping you plan for your long-term investment goals. By working with a fee-based advisor, you have the assurance of knowing our goals are the same as your goals – the long-term growth of your assets.

Together we will map out a plan that’s tailored to your risk tolerance and time horizon. Your assets will be allocated carefully and monitored regularly, taking advantage of world-class market intelligence, research and comprehensive investment tools.

Strategic Asset Management 

Taking advantage of the long-term investment policy of asset allocation, LPL Financial’s SAM Platform enables you to construct portfolios that offer a blend of investments suited to address your personal goals, time horizon and risk profile. Your portfolio may include  stocks, bonds, cash equivalents or a combination of these vehicles to reflect your unique circumstances. You also have the ability to include investments you already own, including long-held performers or sentimental favorites.

Manager Select

A tailored wealth management program, LPL Financial’s Manager Select Platform provides you with access to some of the nation’s leading institutional money managers – expertise that is usually unavailable without extremely high account minimums. Manager Select enables you to invest in a portfolio of individual securities – separately managed by professional, institutional money managers. We will select managers whose investment style and philosophy are most closely in line with your own objectives and risk tolerance.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MN, MS, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.