CHOICE Advisor is a flexible, low-cost advisor-directed account which allows virtually unlimited flexibility to independently select the appropriate mix of investments. Approved investment strategies include:
- No-load Mutual Funds
- Exchange Traded Funds
- Alternative Investments
Client accounts are opened through one of our approved clearing firms. When choosing the fee structure the advisor has several flexible options. CHOICE Advisor accounts have the following features:
We currently have clearing agreements with National Financial Services, Pershing, TD Ameritrade and Fidelity's Institutional Wealth Services (IWS).