Account Types
Being independent means our advisors have extreme flexibility when selecting products and investments that are most suitable to the client. LPL supports our practice, but they do not have any proprietary products, and we do not have selling quotas. Being fee-based means that the bulk of our business pays a fee instead of a commission per trade. This allows us to trade in a cost effective manner while holding high fiduciary standards. Read about our different kinds of accounts below.
Advisory
Advisory accounts have open architecture allowing for individual stocks, mutual funds, bonds, REITS, treasuries, and more. Your advisor makes changes as needed, and management comes with a competitive flat annual fee.
Brokerage
This low-cost option is most suitable for individual stocks, bonds, and mutual funds with a long-term "buy and hold" outlook. Each time a trade is made, a commission is paid out, making regular rebalancing cost-prohibitive.
Direct Business
Low-cost option for accounts that fall below the advisory threshold. For a $10 annual fee, this account is held directly with a mutual fund company which allows exchanges within the fund company for no cost.
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Our HOURS
Monday-Friday
8:00am - 4:00pm
Phone
608-784-9100
Location
3143 State Road - Suite 101
La Crosse, WI 54601
By appointment:
Knitting Mill
902 E 2nd St - Suite 102
Winona, MN 55987
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
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