Broker Check

Private Client

The Private Client experience was created to assist clients and institutions with investment needs of $5 million dollars or more.

The Private Client Team gives FDM Wealth Management access to the “Best of the Best” at LPL.  With access to 80 experts and 25 departments, we work together to find the best solution for your financial plan.  

Among the advanced issues that we handle are:

  • Advanced estate planning
  • Business exit planning
  • Advanced portfolio and investment analytics
  • Tax sensitive investing
  • Alternative investments
  • Trust services
  • Single stock risk management
  • Insurance planning
  • Foundation and endowment guidance