We proudly present: Weis Advisory LLC
We are excited to introduce an LPL Financial fee-based platform designed with you in mind.
- Taxable or tax-advantaged models for various levels of risk tolerance
- A simplified approach to monitoring your portfolio
- A portfolio where your Advisor's success is linked to your success
- Added flexibility for quicker response to ever-changing market conditions
- No commission/No loads/Low transaction charges
- Variety of investment options including mutual funds, CDs, bonds, REITs, stocks, and more
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than the commission alternate during periods of lower trading.
INVEST "WEIS"-LY
