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.
