No commissions are involved in Portfolio Focus transactions. Instead, you pay one quarterly fee, based on your total assets under management. As a result, our compensation is tied to the value of your account – not to the number of trades we make for you. With this approach, you know you are getting objective, solution-oriented investment advice.
Of course, not every situation benefits from a fee based platform, and for these scenarios, we do offer traditional commission based accounts. Clients interested in building a portfolio of individual bonds, bond funds, and mutual funds of one fund family often find this arrangement to be most beneficial.
No matter your needs, we’re confident that our exclusive approach to managing assets is one that separates us from other industry peers. Let us show you how the Abrahamson Investment Group is uniquely different.