The largest investment firms are moving their clients to their fee-based platforms. Most of the other firms are doing the same.
There is nothing wrong with fees rather than commissions. In fact, we believe that fees are preferable for most investors.
But they are not always the right, or the lowest cost, option for some.
For clients who have less than $1 million, the fees with “One” are often higher than they can get elsewhere.
If you are a customer at one of the “Big Box” stores and want to shop around to see if you can get better service and perhaps a better price. Check us out.