This is a fee-only account.
In an investment advisory role, we are paid a percentage of the assets under management.
Investment advisors are legally prohibited from giving investment advice that may conflict with their client’s best interests.
Advisory services are offered at a fee of .95% per year for accounts over $100,000.
Live Well Advisors strives to provide the highest level of investment advice at a price below the industry average.
For Accounts > $100,000
A brokerage account is an account that cash can be deposited into by check or monthly bank authorized contributions.
Once this cash is deposited, you can use the money to acquire many different types of investments.
There is no fee to open a brokerage account.
A brokerage account allows you to buy and sell a wide range of investments such as stocks, bonds, Mutual Funds, Unit Investment Trusts (UITs), Exchange Traded Funds (ETFs), and Structured Investment Products (SIPs).
In a Brokerage relationship, the broker is paid through commissions and is held to a suitability standard.