What types of investment accounts are made available by Early McClintic & McMillan, LLP through Raymond James?
The standard investment account offered by Early McClintic & McMillan through Raymond James Financial Services, Inc. a Registered Investment Advisor is fee-based and charges an annual percentage (billed quarterly) of the total assets being managed. There are no traditional commissions charged to you, although RJFS may charge a small additional fee (typically $30 or less) for executing certain transactions. In return, Early, McClintic & McMillan will offer ongoing investment planning and management services, including assessment, allocation, asset management and monitoring of your portfolio. In special situations that reflect a client’s best interests, a commission-based account will be offered. This account charges standard commission or sales charges on all transactions. Irrespective of the account type, the Early, McClintic & McMillan investment professional will assist with the assessment, allocation, and monitoring of your investment plan. We will also keep you informed as to your
