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Model Wealth Portfolios (MWP)

Model Wealth Portfolios provides the framework to deliver a client-centered approach while maintaining advisor control and enabling efficiency. Focused on addressing client needs through theme-based investing, these portfolios also benefit from technological monitoring, rebalancing and tax management services implemented by the LPL Financial Overlay Portfolio Management Group. In Model Wealth Portfolios, clients will benefit from the simplicity of having one account, one set of paperwork, one fee and one report. Minimum model size varies by strategist and model from $10,000-$80,000.


With Model Wealth Portfolios, investors can leverage the expertise and resources of LPL Financial Research and portfolio strategists including BlackRock, Cougar Global Investments and Columbia Threadneedle. Model Wealth Portfolios offers theme-based investment portfolios for a broad range of investor preferences, from income-focused portfolios to more aggressive portfolios designed with the goal of building your wealth. Each portfolio benefits from the combination of professionally designed asset allocation strategies.

Model Wealth Portfolios offers a process-oriented approach to aligning clients’ unique investment goals with their customized portfolio. The process includes:

  • Portfolio construction-selecting investment theme
  • Choosing your investment strategist and investment vehicle
  • Ongoing account monitoring
  • Regular rebalancing to the target allocation for the model portfolio
  • Tax management services

MWP is offered through LPL Financial, A Registered Investment Advisor. There is no assurance that Model Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.