Our Services & Fees
Our Services & Fees
We are stewards of the irreplaceable capital for a select group of families, women, small businesses, and nonprofits. As a fee-only, independent financial firm, we only succeed if you succeed. We aren’t tied to any proprietary products or brokers. Instead, we make a flat fee of the assets you trust us to manage.
Our services can be broken down into the four main areas of true wealth management:
Seek Wealth Growth
- 401(k)
- IRA
- Roth IRA
- Options and stocks
Potential Creation of Wealth
- 529 education savings plans
- Tax-advantaged strategies
- Corporate stock incentives
Preservation of Wealth
- Structured products
- Life insurance
- Long-term care, disability, and critical illness insurance
Distribution of Wealth
- Estate planning
- Wills & trusts
We work with clients with at least $1 million of investable assets, which allows us to offer the highest level of family-office service to all our clients.
LPL Financial
Farrall Wealth is backed by our broker-dealer, LPL Financial, one of the nation’s leading financial services companies and a publicly-traded company with locations in Boston, Fort Mill, and San Diego. With over 3,300 employees and a trillion dollars under management, LPL provides Farrall Wealth with tools and resources that help us meet our clients’ needs. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Schedule a Complimentary Review
Ready to learn more about how Farrall Wealth can help steward your wealth? Let’s get started.
