Broker Check

Trust Services

Southeast Retirement Planners offers access to Trust Services through The Private Trust Company, N.A., (PTC), an affiliate of LPL Financial. As of 2020, they served in a fiduciary capacity for over $130 Billion in assets.

Unlike many other broker-affiliated trust companies, LPL’s model for trust services keeps the LPL Advisor at the center of the client relationship, both as the investment advisor and the client’s primary relationship manger. All of LPL’s investment technology features are available for Advisors’ use in managing trust account assets: automated trade entry, self-clearing, re-balancing, performance analytics, compliance monitoring and independent research. PTC assigns a trust officer on each of the trusts in which we are serving in a fiduciary capacity. The PTC Officer is responsible for all day-to-day administrative duties of the trust. When considering requests for discretionary payouts under trust documents, PTC weighs heavily the information provided by LPL Advisors about clients’ family dynamic, history and relationships.

Who we serve:

  • Families and individuals
  • Charitable Trusts
  • Foundations
  • Endowments
  • Family Offices

The Private Trust Company (an Affiliate of LPL Financial) Named the largest of America’s Most Advisor-Friendly Trust Companies by The Trust Advisor magazine,* we are dedicated to serving families and individual clients, along with your trusted partners, by providing expertise across all aspects of trust administration. Our competitive advantage is to deliver fully integrated administrative trust services to you in a seamless manner while maintaining your relationship with your trusted financial advisor. Based on total assets, as reported in The Trust Advisor magazine, January 2016

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