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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:
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• Planned Giving Strategies
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• Board of Directors Education
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• Planned Giving Marketing
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• Finance Committee Consultations
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• Donor Illustrations
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• Written Investment Policy Statements
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• Donor Consultations
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• Charitable Estate Planning
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The process is simple and if and when we are asked for advice by an organization:
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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 LPL Financial Registered Investment Advisor (RIA) Form ADV II, a LPL Consulting Services Agreement, and a LPL Consulting Services Profile Schedule A form. |
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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
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or call Terri, 949.757.0941, or toll-free 800.727.0941.
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