| LAMP Platform Features |
15 Model Portfolios
- Mutual Funds
- Exchange Traded Funds
- Tax-Sensitive
- LTAM has Discretion
- LTAM custom asset allocations fulfilled with non-proprietary funds
- $50,000 Minimum Investment
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| LAMP Platform Benefits |
- Online Proposal System
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- Automatic Fee Billing
- Online Account Viewing at NFS
- For Financial AdvisorĀ and Client
- Online Performance Reporting
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| LAMP Platform Fees |
- Manager fee of 25 bps
- Mutual Fund Payout to Financial Advisor
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