Adviser account (advisor account)

By | 2017-09-13T11:58:25+00:00 13th September 2017|

An adviser account is a form of investment account in which an investment adviser works closely with a client in defining and carrying out investments and strategies. In most cases, the client has the final say on all investment decisions.

The annual fee the client pays to the adviser for their services is based on a percent of the assets held in the account. There are typically no trading commission fees.