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Fee-Based Brokerage Services—
With TFS Perspectives, The Choice Is Yours! As an investor, you demand value-added services that meet your needs and can help you to achieve your long-term investment goals. Recent negative market sentiment has led more and more investors to look for guidance regarding their investments and other financial matters. According to Dalbar Associates, today’s investors want to simplify their lives, they expect objective financial advice, and demand value and superior service. Now, you can benefit from the advantages of a full-service brokerage relationship without paying the per-trade commissions that are typically associated with the traditional brokerage account. TFS Perspectives gives you access to personalized service and professional guidance while allowing you to conduct transactions in a wide variety of securities. For a single, asset-based fee, you can enjoy commission-free trading within an account that provides you the flexibility to periodically adjust your portfolio holdings as circumstances dictate. PARTNER WITH A PROFESSIONAL An overwhelming majority of investors view planners as the most reliable source of financial information, and would actually prefer paying an asset-based fee for the advice. Today’s investors value education over high returns, and they look for an advisor who is readily available, provides clear explanation of alternatives, and keeps clients informed of status. Whether you have always preferred to utilize professional guidance when making investment decisions, or if you have only just decided to seek assistance, a TFS Perspectives fee-based brokerage account can meet your needs. Similar to the traditional brokerage account, a TFS Perspectives account gives you access to the guidance of an investment professional—a partner who will assist you in determining the suitability of individual investments. And since the fee is based on the total asset value of your account, your interests will be more closely aligned as both you and your investment professional benefit from improved portfolio performance. CONSOLIDATE ACCOUNTS To meet your financial goals, it is often necessary to have multiple accounts that serve different purposes. Through our SelectLink™ program, fee-based brokerage services can extend to your brokerage, retirement, and other accounts, affording the convenience of a single household fee. SIMPLIFY INVESTING For many investors, transaction costs can be confusing and uncertain. With a fee-based brokerage account, your brokerage fees are straightforward and simple to understand. TFS Perspectives can help you to anticipate and manage your brokerage expenses. TFS PERSPECTIVES DEFAULT FEE SCHEDULE
LEVERAGE ADDITIONAL SERVICES In conjunction with your TFS Perspectives fee-based brokerage account, you can enjoy the benefits of additional products and services, such as:
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