In the securities industry, there are basically two ways in which companies derive income from building and managing clients' portfolios:
Commission-based and Fee-based.
In the commission-based scenario, brokers charge a commission on each transaction. Although it is the job of the broker to recommend the product that is most appropriate for their client's investment objectives, clients may run the risk of owning a product with higher selling incentive for the broker's earning potential.
Securing your bottom line is done differently with CFA. Our investment advisors typically work from a Fee-based structure- an approach we feel is mutually beneficial to both the advisor and the client.
- With a Fee-based approach:
· Our advisors meet with you to discuss your investment goals and objectives
· Share recommendations that best fit your investment profile
· Purchase securities
· Actively monitor and manage your portfolio
CFA advice is unbiased, and our advisors' only incentive is to build a portfolio for you that works to achieve your investment objectives.
Learn more about Professional Portfolio Management, Wealth Management Solutions and Fee-Based 401(k)
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