Fee Only AdvisoryOur Fees Depend on Your Portfolio’s Performance. We prefer to manage our client's portfolios as a "fee only" advisory. That is, we receive no commissions on the transactions we recommend. We feel there is an inherent conflict when the investment advisor is compensated for trades rather than performance. This is especially true for our clients’ larger portfolios. Our fees depend on the performance of the portfolio, not commissions from trades. We calculate our quarterly fee based on a percentage of assets under management. This ties our compensation directly to your portfolio’s performance. We like it this way because it solidifies our role as advisors and not traders. That isn’t to say that we won’t help our clients who need the services of a commissioned stockbroker. Many clients call us to facilitate the trade or purchase of a security. That’s fine and we are happy to accommodate them on a commissioned basis. The bottom line … we do not consider ourselves sellers of financial products. We are advisors paid to manage your portfolio for preservation and growth. Call us today at 315.724.5105 for a thorough explanation of our “fee only” advisory.
We prefer to manage our clients’ portfolios as a “fee only” advisory. That is, we receive no commissions on the transactions we recommend. |