|
Fee-based advice
An annual
fee for your ongoing advisory relationship is based
on a percentage
of your assets. So, your Investment Advisor’s
success is based on your success.
This type of accounts
is suitable for clients who want to make the
final investment decision.
They want professional guidance and recommendations
but don’t have the time or expertise
to do proper research and analysis.
|
|
Managed account
Usually offered to clients
with substantial financial assets, this service
is being introduced to accounts with as little as
$25,000.
This all-inclusive account is customized to each
client and maximizes the tax efficiencies, personalized
asset mix and other benefits the Investment Advisor
can offer at a competitive annual fee.
This type of account is ideal for clients who have
more complex financial needs or don’t have
the time to manage their investments. They provide
the overall direction of their portfolio, but delegate
the day-to-day investment decisions to their Investment
Advisor.
Your Investment Advisor
can walk you though the fees and commissions
for their Advisory Services and what options
are best to meet your needs, goals and
financial situation.
« Previous |
l 
