Broker Check

Brokerage (commission)

Brokerage Account

Best used when you simply need a place to “dock” your investments in a safe harbor

• Each purchase and sale carry fees in the form of commission, transaction fees and/or sales load
• Best used for individual investments that you intend to hold over the very long term that do not require active management
• Includes specific advice related to this account only, rather than your financial picture in its entirety
• Fees vary by product.

The first consultation is free. During that meeting you will decide upon what, if any, level of service and fee structure is right for YOUR situation.

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