Fee Based Programs

The advisory programs that we provide through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm, are unique in that they combine professional investment advice, planning and custodial services, and account monitoring in a percentage fee based account. Your advisory account is serviced by your financial advisor associate with your goals in mind. Our advisory programs provide you with the comfort in knowing that you will not lose control over your securities decisions since neither IAS nor your financial advisor associate will possess discretionary authority over your account. With you retaining ultimate control, the advisory programs offer you the benefit of professional investment advice with the flexibility to trade as little or as much as your circumstances warrant.

The advisory programs replace the typical transaction related focus of traditional commission-based compensation with a fee based on a percentage of your accounts' quarterly value. This alternative method of compensation serves to make your interest and our interest directly parallel. As your account value rises and falls, so does our advisory compensation. The advisory programs allow you to manage your account as you see fit. The advisory fees you pay include a quarterly fee, low or no transaction costs depending upon the type of advisory program account which you open.  If so preferred, advisory programs offer a third party money manager with access to proprietary research and support, who will assist your Financial Advisor Associate, to help manage and guide you and your portfolio in conjunction with your advisory account.

Here is what you will enjoy with our Advisory Programs:

The availability of a wide array of investment choices to help you address your unique investment needs - including stocks, bonds, mutual funds, exchange traded funds and short-term certificates of deposit in a consolidated account. Depending on the advisory program or the investment, you will benefit from the low or no transaction fees for stocks, bonds, ETF's and top-tier load and no-load mutual funds.

A comprehensive, easy-to-read statement detailing all of your investment transactions, holdings and account balances. In addition, the year end consolidated report along with quarterly performance reporting will allow you and your Financial Advisor Associate to fully monitor your advisory accounts performance. The ready guidance of a Financial Advisor Associate who will take the time to learn your unique goals and objectives for the future, your current financial situation and risk tolerance, and will help address your investment goals which fit these personal parameters. This professional guidance will begin with your first investment and continue as we are with you every step of the way.

We believe that the advisory program will help you address your objectives and help build a relationship of sound long-term planning and advice. Along with the resources of an advisory program, we will provide the tools necessary to help you plan your financial goals by seamlessly intergating the various facets of your financial plan.

In addition, we also provide a number of third party money managers through Investacorp Advisory Services Inc, which include Morningstar Managed Portfolios, Lockwood Advisory Services, Envestnet Asset Management, SEI Investments, Curian Capital, Nationwide Financial/Best of America, Clarke Lanzen Skalla, BTS Asset Management and others.

Don't just build wealth...build a legacy. .....