As a hybrid RIA, National Wealth Management Group primarily utilizes LPL Financial’s integrated platform and custodian service. The platform is designed to support both broker/dealer and custodial capabilities, making it easy to service clients and provide one consolidated statement that includes fee- and commission-based accounts. The platform's single sign-on Web portal gives you easy access to:

  • A wide range of non-proprietary investment products and plans
  • Impartial research on investment products and market trends
  • Contact and portfolio management tools
  • Performance reporting
  • Comprehensive financial planning tools
  • Automated fee calculation and billing
  • Practice management resources including marketing advice and support

Additionally, qualifying advisors have the ability to utilize alternative custodians for advisory accounts.