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Invest your money wisely.
Share your profits generously.



We believe that clients should have a choice in deciding how we are compensated. Therefore, we offer three different compensation plans from which clients may choose.

Transaction Fees:

  • Clients may choose to compensate us via commissions. In other words, we get paid when a transaction occurs in a client's investment account.

Portfolio Management Fees:

  • Clients may choose to compensate us via a pre-approved formula based upon the size of their investment account. This compensation is typically billed quarterly.

Hourly Fees:

  • Clients may choose to compensate us on an hourly basis as work is performed... much like the arrangement many people have with their accountant and attorney.

We help clients determine which of the preceeding fee structures will be in their best interest.


Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. Privacy Policy