The All-Inclusive Investment Approach

The Advisor Account is a special type of investment account designed to complement our balanced portfolio approach to investing. Working together with Tom, you can plan, implement and make adjustments to your portfolio as needed. But unlike a traditional account, you don’t pay commissions at the time of each transaction or service.

Instead, you pay an all-inclusive management fee. This fee will be tax-deductible for all non-registered accounts. Using the Advisor Account can usually cut a client’s current fees in half.