Broker Check

Advisory Accounts

Several times per year we are asked if we manage assets (commonly referred to as fee-based or advisory accounts). We have long had the capability to do so and in recent years have incorporated a third-party, fee-based platform for our clients who prefer this approach (AdviceOne). The fee-based approach allows our third-party platform manager to use several different money managers within the same account and incorporate some strategies that may not be available in a traditional mutual fund portfolio. However, we feel it is important for our clients to understand the trade-offs in using this type of account... (Click below to download full text):

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