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No-Load Funds
Fee Based
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The Fee-Based Advantage

 

 

 

 

Unlike investments that charge sales loads and upfront charges, the Financial Manager utilizes no-load mutual funds and variable annuities with no front-end sales charges.

 

The Financial Manager involves “fee-based” compensation. You are charged a low annual fee, paid quarterly, which is based on total assets under management.

 

Your financial advisor’s compensation is ultimately based on the performance of your account. We monitor your investments on a regular basis, making changes as necessary, with no additional fees, commissions, transaction charges or costs to you!

 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.orgInvestment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Last modified: May 01, 2008