Put Your Money In the Hands That Know Best 508-277-5847 [email protected]

Commission Accounts

Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA®
  • Because my fee-based accounts need a minimum of $50,000 if you have less than this to invest I usually charge a commission or an hourly rate.
    1. However, I use the same due diligence process for building your portfolio. I use mutual funds and exchange traded funds (ETFs) that have passed my due diligence process screening for low fees, historically competitive performance, low fund turnover, and long manager tenure.
    2. I work with all types of account registrations: IRAs, Roth IRAs, 403(b)s, SEPs, SIMPLES, 529 Plans, etc. After the portfolio is set up, you receive monthly or quarterly statements, and you can follow your account online at CirStatements.
    3. The custodian for the accounts will be either Pershing, a Bank of New York Mellon company or directly with the fund family.
    4. Periodically we meet to check if the portfolio is on track to meet your goals and to check performance and discuss rebalancing.

    Read more: Fee-Only or Commission What’s Best for You

FREE PHONE CONSULTATION  – Reach out to me by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult

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