Advisory services
A continuing relationship, built around your plan.
Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. Our Form CRS explains both.
Advisory accounts are offered through Ostendale Advisors, Inc. You pay an ongoing fee based on the value of the assets in your account, rather than a commission on each transaction. When we act as your investment adviser, we have a fiduciary duty to act in your best interest.
What is included
- A written financial plan
- Ongoing account management
- Two reviews a year
- Retirement income planning
- Reviews of old employer retirement plans
Advisory fee schedule
| Assets | Annual fee |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Above $1 million | 0.80% |
Fees are billed quarterly.
Talk through the right path for you.
We explain your options before anything is signed.
Schedule a first meeting