A fee-based advisory account offers professional investment management for a transparent, asset-based fee that aligns our interests with yours. Your portfolio is built using customized strategies across stocks, mutual funds, ETFs, and bonds to support your long-term financial goals. With a focus on unbiased advice and clear pricing, these accounts are designed to provide a straightforward, collaborative approach to managing your investments.
You pay a percentage fee based on the assets under management in your account, typically charged quarterly.
Our fee covers ongoing investment advice, portfolio management, and regular account reviews.
As a fiduciary advisor, we work in your best interest at all times, providing objective financial guidance designed to support your goals and align with your overall investment strategy.
We assess your financial situation no matter which stage of life you are in. With an understanding of your time horizon and risk tolerance, we can help you create a roadmap to help you reach your goals.
Our team will create a personalized investment strategy based on your client profile. Portfolios can include stocks, bonds, ETFs, and Mutual Funds.
We implement your strategy and actively monitor and re-balance your account as needed. Making transactions when necessary for you.
You receive regular updates and ongoing support from our team.
Stocks
Represent ownership in a company, giving investors the potential to benefit from company growth and, in some cases, dividends.
Bonds
Are loans made to governments or companies that pay investors regular interest and return the principal at maturity.
Mutual Funds
Pool money from many investors to invest in a diversified portfolio of stocks, bonds, or other securities, managed by professionals.
Exchange-Traded Funds (ETFs)
Are investment funds that trade like stocks and typically track an index, sector, or asset class while offering diversification.
Certificates of Deposits (CDs)
Are time-based bank deposits that pay a fixed interest rate in exchange for locking in funds for a set period.
Unit Investment Trusts
Are professionally assembled portfolios of securities designed to be held for a defined period, with a fixed investment strategy.
Private Placements
Are investments in companies or projects not offered on public markets, typically available to accredited or qualified investors.
Alternative Investments
Include non-traditional assets such as private equity, real estate, or hedge strategies that may provide diversification beyond stocks and bonds.
Treasuries
Are U.S. government-issued securities considered low-risk investments that pay interest over a set timeframe.