“Family Office” boutique style servicing:

• To help organize and simplify clients' lives; full coordination and integration of clients' financial management through our in-house inter-disciplinary team of Certified Financial Planners, Portfolio Analysts, Attorneys (estate planning and asset protection services offered through the Law Offices of Frye & Associates, P.L.**) risk management and 401(k)/Corporate benefit plan specialists.

• Working with clients' other advisors to ensure all aspects of planning are coordinated and optimized.

• Use of Frye Financial conference room and facilities to conduct family and/or other personal meetings. Assistance in formulating the agendas, identifying family priorities, and facilitating such meetings, if desired.

• Access to and input from LPL Financial's* senior strategists and head traders and an invitation to meet with them personally at company headquarters in Boston.

• Initial set up, ongoing monitoring and maintenance of client's personalized on-line wealth management system with all of the enhanced features.

• Platinum servicing and pampering provided by our entire team:
  • Regular communication and updates.
  • Access to high net worth customer service manager, our specialists and branch manager with any concerns at any time.
  • Invitations to private events, opportunities to meet with well-known institutional managers and industry experts.

*With $237 billion under management, LPL Financial is the nation's leading independent investment broker/dealer.

**Legal services provided by the Law Offices of Frye & Associates, P.L. are separate and independent of services offered by Frye Financial Center. Additionally, the Law Offices of Frye & Associates, P.L. and the legal services offered are not affiliated with nor endorsed by LPL Financial.