To ensure advice from your financial advisor is always in your best interests, our Client-Directed investment advisory program offers an innovative pricing structure where you’re charged a quarterly asset-based fee based on a percentage of the value of the eligible assets in your account. Because your financial advisor’s income is directly tied to the successful growth of your portfolio, you both have a common goal: to grow and protect your wealth.
Advisory Services are not designed for excessively traded or inactive accounts and may not be suitable for all investors.