OUR FEE-BASED INVESTMENT PLATFORMS
We offer two fee-based account platforms. Fee-based accounts are our primary business model and we believe they offer many advantages for our clients over traditional commission-based accounts. The advantage of a fee-based account is that investment decisions are focused solely on creating value and building wealth. The investment advice you receive becomes a long-term strategic plan unaffected by daily trading costs and commissions and without concern for trading frequency. We align your interests with our own to create a clear incentive to manage and grow your portfolio.