As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan) you may have and regardless of where it is held. The cost you incur will vary from advisor to advisor and there are various factors that influence the fees or commissions you pay an advisor. Among other factors, advisor compensation will differ based on:

It is important that you understand the difference between each advisor compensation option, recognize how advisors are paid and know exactly what services you will receive for that fee.

Determining an advisor compensation structure that’s right for you will depend on your personal investing preference –do you prefer to ‘buy and hold’, do you intend to actively trade and be personally involved in the day-to-day management of your portfolio or do you prefer to have a portfolio manager manage your investments? Your personal preferences, asset size and investment objectives will help us determine which option is best suited to you.

Click here to learn more.