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Client Centered

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