Our Advisory programs charge annual management fees as a percentage of assets under management that are billed quarterly in arears instead of individual transaction-based compensation. If any of the following apply to you then our advisory program might be right for you -
- You are seeking ongoing advice and account management that you don’t receive in a standard brokerage account
- You need a structured financial planning engagement
- You want to pay asset management fees instead of transaction-based compensation
- You would benefit from a wider breadth of available product solutions
- You have increasing tax management needs
- You are in the spending phase of your investment cycle and may need advice on which accounts to draw from first to avoid costly tax mistakes
- You are entering different life stages or making significant financial decisions
- You have estate planning and charitable giving goals