THE LITMAN GROUP of BMO Nesbitt Burns- THE ADVANTAGE OF FEE-BASED ACCOUNTS
- Financial Planning
- Wealth Creation and Preservation
- Estate Planning
- Tax Planning
- Insurance Planning
We offer you all the functionality and flexibility of full brokerage services for a single, asset-based fee. Rather than paying a brokerage commission each and every time your portfolio requires maintenance, you pay a single, competitive fee based on the asset balance in your portfolio. Fee-based investing allows you to focus solely on what is right for you and your portfolio rather than the costs of individual transactions. It establishes a shared goal — the overall enhancement of your portfolio and achievement of your financial objectives.