11/03/2026
Advisory Programs are used to manage a client's portfolio for an annual fee based on assets under management (AUM). This fee typically covers administrative, commission, and management expenses. For many, especially those who trade securities actively, an Advisory Program may be less expensive than a brokerage account, which charges commissions on a per-trade basis.
Learn more about Advisory Programs here: https://livesocial.seismic.com/aJX9go