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Though
LPL Financial, a Registered Investment Adviser (RIA), the Professionals
at Foundation Services Group,a division of TriSummit Investment
Advisors, are able to offer consulting and expertise on an hourly
fee basis. We can provide advice by the hour on a wide variety of
topics that are not limited to:
Planned
Giving Strategies |
Board
of Directors Education |
Planned
Giving Marketing |
Finance
Committee Consultations |
Donor
Illustrations |
Written
Investment Policy Statements |
Donor
Consultations |
Charitable
Estate Planning |
The
process is simple and if and when we are asked for advice by an
organization:
 |
We
disclose our $200 per hour fee up front and then estimate the
number of hours the specific consultation will take. |
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Then,
as required, we provide a copy of the Linsco/Private Ledger
(LPL) Registered Investment Advisor (RIA) Form ADV II, a LPL
Consulting Services Agreement, and a LPL Consulting Services
Profile Schedule A from. |
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After
the client signed Schedule A is received, we then perform and
fulfill the agreed upon service. |
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Finally,
we collect payment based on the number of hours worked. |
If
you would like to learn more about this service, or your Foundation
would like to engage TriSummit Investment Advisors, please email
Terri Millson at terri@trisummit.com
or call Terri, 949.757.0941, or toll-free 800.727.0941.
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and developed by: All
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