What I Charge
Our clients usually pay 1% for traditional managed accounts of over $200,000. Our active managed accounts usually pay 2% per year. Interactive Brokers, LLC. is our discount brokerage recommendation. They often charge $1.00 for 100 shares of stock or $1.00 for 1 option on U.S. markets. Their executions are excellent because they don’t trade through a third party trading house which give less efficient executions and kickback commissions to the broker taking the order. Interactive Brokers also offers the ability to execute on local stock markets throughout the world.“Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.
Interactive Brokers does not endorse or recommend any introducing brokers or third-party financial advisors, including Advisor’s Capital Investments, Inc. Interactive Brokers provides execution and clearing services to customers of Advisor’s Capital Investments, Inc. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com .” You may view IB’s fee fixed and tiered commission schedules here which are constantly updated because they are subject to change.Some of our clients use annuities to preserve their safe monies. Some of the contracts offered sound too good to be true and so it is. We can help our clients understand the language and the net value to them so they may choose the right company and the right contract to meet their needs. 7% isn’t really 7% when you see lifetime income guarantees, because when you take the income it looks like your principle amount is high, but when you compare the monthly payout amount to other contracts you realize your company is using a less competitive payout formula.We offer fee based retirement planning. Our client might ask us to design a plan to eliminate the income gap anticipated if he lives a long life. Generally a fee of $600 or so would be negotiated in advance. No monies are paid ahead of time. We test our clients suggestions. We make suggestions. Our client chooses the final choices and a plan is developed. Our client is not expected to pay until he is 100% satisfied. He can then take the plan and execute it or we may help by filling out paperwork to put the plan in action.
The client who can best take advantage of my services is age 40 – 60.
He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice.
Our clients usually pay 1% for traditional managed accounts of over $200,000. Our active managed accounts usually pay 2% per year.
I am an internet advisor. I offer content and information to the general public through my website, newsletters and publications.
If someone one wants help to get pointed in the right direction I offer an online meeting on Gotomeeting.com. In this meeting there is no selling involved, simply interviewing each other to see if there is a fit for working together.
- Advisor’s Capital Investments, Inc. 90 Hall Road, Suite 48, Sturbridge, MA, 01566
- (860) 963-0722