Here is my annual client service model which is based on assets under management at LPL Financial:
- Diamond
- Over $30,000,000
- Ultra High Net Worth
- Six to twelve appointments
- Platinum
- $5,000,000 to $30,000,000
- Very High Net Worth
- Four to six appointments
- Gold
- $1,000,000 to $5,000,000
- High Net Worth
- Two to four appointments
- Silver
- Under $1,000,000
- Mass Affluent
- One or two appointments
The numbers and types of scheduled contacts above may vary based on individual client factors, and there may be unscheduled contacts in addition to those.
