Lon P. LeBlanc, CFP®
Certified Financial Planner® Practitioner
CA Insurance # OA18235
Email: Lonnie.leblanc@lpl.com
Website: www.lpleblanc.com
27248 Hwy 189, #6
PO Box 333
Blue Jay, CA 92317
“In the Blue Jay Mall”
(909) 337-8422
Fee-Based financial
planning
arrives in the
Lake Arrowhead
area!
for a panoramic view
of Blue Jay Village
22 1/2 acres a mile west
of Lake Arrowhead.
For the whole story
Click Here
· Fee-based asset management. No commissions
· Low annual fees for assets under management
· Passive asset class investment strategy
· Prudent investment approach based on modern Market Portfolio Theory and Efficient Market Hypothesis backed with sound academic research by Nobel Laureates
· Reduced trading costs & turnover
· More reliable benchmark tracking
· Disciplined risk management
· Tax efficient portfolio management
· Dimensional Investment Advisor Funds and other no-load,
low expense products, including Exchange Traded Funds (ETFs)
· Account Minimum: $100,000
Lon is a registered representative with, and offers securities and fee-based asset
management through Linsco/Private Ledger, Member NASD/SIPC
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