Commissions & Reporting
Reporting acts as the train’s dashboard, providing real-time information and updates on the journey. In financial services, this includes regular updates on portfolio performance, account balances, and progress toward financial goals.
Financial Reporting & Analytics
Our Commissions and Accounting team is here to support our advisors with their financial needs with the goal of ensuring everyone is paid accurately and timely. Additionally, we provide administrative support to help our advisors understand their commission statements and provide insight on best practices and payouts.
Performance reporting & account analysis
We help guide you with estimating your income around advisory or brokerage commissions.
A few of the ways we proudly support you with analytics:
- Client fees and cycles
- Assets under management
- Market performance
- Account values
- Customized reports, when needed
White Glove Service
We work directly with an LPL commissions specialist to save you time if there are compensation concerns.
A few of the ways we proudly support you with commissions:
- Assisting with locating missing commissions
- Correcting commissions or override payouts
- Processing general adjustments
- Helping understand the various fees charged by LPL
