My office was established to provide ongoing professional advice to investors while helping them pursue their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows me to:
- Customize an investment portfolio that seeks to help you realize your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.
* Nominal transaction charges may apply.
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Estate planning - for preservation of wealth from generation to generation
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to mutual funds, as well as individual stocks and bonds.