| Clients who prefer their assets be managed by the Private
Advisor they have worked with for an extended time can have
these Private Advisors manage their assets on a discretionary
basis. This program allows for more flexibility than traditional
managed accounts, as Private Advisors can better tailor their
management style to meet their clients' objectives. Discretionary
accounts can be done on a brokerage basis, a wrap fee or a
combination of the two. |
