Adirondack Financial Services’ Investment Advisory Division is a fee-based service where our investment managers provide customized advice designed to help clients meet their financial objectives. In the case of a fee-based relationship, the client and the advisor have the same goal - to help increase net worth and achieve overall investment objectives.
Because the advisor is the paid by assets they manage, the mutual incentive is the long-term health of the account and the relationship. Adirondack Financial Services’ fee-based advisors will work to maximize portfolio performance which results in a win-win scenario where both parties benefit by portfolio growth.
The benefits of fee-based investment management:
Fee-based accounts are not suitable for every investor. Based on a client’s investment needs, Adirondack Financial Services will help determine if this type of service is right the client. To obtain a copy of Adirondack Financial Services’ Investment Advisory Disclosure Brochure submit a written request to our Compliance Department c/o Adirondack Financial Services, 185 Genesee Street, Suite 210,
Utica, NY 13501.
* Investment Advisory Services offered through Adirondack Financial Services Corp.
