$ymbil Future Clients $500 to $500k
As our firm has grown and our minimums have increased, our Executive VP Kathryn Pinkerton has for years desired that we find a way to help client's children, friends and family who may be young, just starting out investing, or already investing but don't meet our minimums of $500k for comprehensive wealth management. Get Started with $ymbil
Now, with $ymbil, for only $500 minimum investment, in less than 10 minutes, you can launch your journey towards accumulating $500,000 to eventually need our comprehensive wealth management services.
$ymbil includes the following benefits:
- Takes less than 10 minutes to open an account.
- Low $500 minimum investment
- Automatic Investment Plan as low as $50 per month
- Easy to use online and mobile investment portal
- Online Review of account performance at a glance
- Institutional, no-load asset allocation funds based on low-cost ETF's Actively managed funds by a 140+ year old investment bank Ladenburg Thalman Asset Management (LTAM)
- Online Digital financial tools
- Make updates and changes online
- Low cost of less than 1% for total fees, including all administration costs, advisory fees, fund management fees, custodial fees, and transaction fees.
- Asset Allocation portfolios include diversifying in alternative investments, as well as large cap, mid cap, small cap, international, bonds
- Review account performance online at a glance
- Five actively managed portfolios ranging from conservative to aggressive that LTAM will recommend based on your answers to the $ymbil questionnaire.
- Allocations differ based on your risk profile
- Account Types Available: Individual, Joint, IRA (Traaditional/Roth)
- These portfolios are LTAM's ETF Mutual Fund Portfolios: www.Ladenburgfunds.com
*Pinkerton Retirement Specialists, LLC has chosen to partner with Ladenburg Thalman, an investment bank established in 1876, and is the sixth oldest member firm of the New York Stock Exchange.