What is Fee-Based Investment Management?
A fee-based advisory account offers a comprehensive financial management solution, providing you with professional investment guidance and portfolio management for a transparent, asset-based fee. This fee structure aligns our interests with yours, as our compensation is directly tied to the growth and performance of your portfolio, ensuring our commitment to your success. These accounts incorporate a wide range of strategies and products, including individual stocks, mutual funds, ETFs, and bonds, all tailored to meet your unique financial objectives. Our fee-based advisory accounts are specifically designed to deliver professional, unbiased financial advice, helping you achieve your long-term goals while building a collaborative, lasting relationship centered on your financial success. By focusing on transparent fees and customized strategies, we strive to make managing your investments a straightforward and rewarding experience.
Key Features of Our Fee-Based Advisory Accounts
Transparent Pricing
You pay a percentage fee based on the assets under management in your account, typically charged quarterly.
Comprehensive Service
Our fee covers ongoing investment advice, portfolio management, and regular account reviews.
Aligned Interests
As your fee-based advisor, we are working to ensure your account meets your goals. When accounts do better, so does your advisory team, incentivizing us to focus on your long-term financial success.
How It Works
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.
Benefits of Fee-Based Advisory
Objectivity
Our recommendations are not influenced by commissions on specific products.
Flexibility
We can adjust your portfolio as needed without incurring additional commissions or sales charges.
Transparency
You always know exactly what you’re paying for our services.
Fiduciary Responsibility
We are committed to acting in your best interests at all times
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