Advisory Accounts

Aviator Account

The Aviator account enables you and your Advisor to develop a personalized investment strategy with advisor discretion. With Aviator, you can construct a portfolio that consists of a wide assortment of investments and eliminate the cost of brokerage commissions. Aviator accounts include:

  • Professional Portfolio Management
  • Customized Portfolios
  • No Ticket Charges
  • The Annual IRA Fee is Waived
  • On-demand performance reporting
  • Financial Planning through Money Guide Pro
  • Annual Review

Co-Pilot Account

The Co-Pilot account enables you and your Advisor to develop a personalized investment strategy using models with advisor discretion. With Co-Pilot, you can construct a portfolio that consists of a wide assortment of investments and eliminate the cost of brokerage commissions. Co-Pilot accounts include:

  • Professional Portfolio Management
  • Customized Portfolios using Models
  • No Ticket Charges
  • The Annual IRA Fee is Waived
  • On-demand performance reporting
  • Financial Planning through Money Guide Pro
  • Annual Review

Compass Account

With the Compass account, your advisor picks from a selection of eligible mutual funds and exchange-traded funds (ETFs) to create a model-driven portfolio.  Compass accounts take a long-term approach to asset allocation* and deploy incremental changes to the weightings of the major asset classes.

The Compass account features include:

  • Mutual funds and ETFs pre-screened for eligibility
  • 7 Strategic asset allocation models
  • Account minimum is $25,000
  • Automatic quarterly or annual rebalance
  • Professional Portfolio Management
  • Customized Portfolios using Models
  • No Ticket Charges
  • The Annual IRA Fee is Waived
  • On-demand performance reporting
  • Financial Planning through Money Guide Pro
  • Annual Review

Benefits of the Advisory account

  • Conflict of interest removed
  • The emphasis moves from product sales to product choice and investment performance.
  • Financial Planning included to guide the investments chosen.
  • Working together with shared goals and continual interaction. 
  • Potential for better growth potential.
  • Wealth management becomes a true priority.
  • Better utilization of time for the betterment of the customer.
  • Fiduciary relationship.
  • Annual Review

Does fee-based advising make sense? Yes, because client and advisor are aligned to the same goals and the introduction of fiduciary obligation.

What comes with an advisory account:

  • Professional Portfolio Management
  • Customized Portfolios using Models
  • No Ticket Charges
  • The Annual IRA Fee is Waived
  • On-demand performance reporting
  • Financial Planning through Money Guide Pro
  • Unlimited trades
  • Model and Customized portfolios
  • Continued advice
  • Annual plan review. Semiannual if requested