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Investment Advisory Services

What are the differences between commission-based and fee-based services? Commission –based services pay brokers and brokerage firms a commission for each sale.

In a fee-based, or advisory, relationship you are charged a fee for personalized services, including:

  • Portfolio construction
  • Investment recommendations
  • Financial planning tailored to your unique goals and timelines
  • Asset management services to support your individual needs

In addition to a more personalized approach to investing, fee-based services align the performance of your advisory accounts with our compensation. Our compensation, as your investment advisory representatives, is not tied to transaction charges or sales commissions. Instead, our fee is a fixed percentage of your account(s) values. So, we have a mutual interest in growing your assets.

Are Fee-Based Services Right for You?

If you trade infrequently, you may be concerned that fee-based services could cost more than commission-based services. While it’s important to consider trading costs, you should also weigh the advantages of working with us- Investment Advisor Representatives. We may provide knowledge that can better position your portfolio for accumulation, providing you with a better chance of achieving your financial goals.

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