Managed Accounts take the stress out of investing if you are concerned about commissions. Our fee-based investment management service gives you the broadest opportunities in investing without the fear of excess commissions. There are no commissions. Our annual fee covers all trading regardless of how many trades a day or month or year we make on your behalf. Managed accounts also offer a wide variety of investments including stocks, bonds, mutual funds and ETF’s.

These accounts provide quarterly reports and annual reporting is mandatory per regulating bodies. Any individual or joint account, non-qualified, can also have check writing privileges; minimum account is $25,000. For those with multiple accounts within a family or household the value of the accounts may be combined to determine the fee.