Commerce Advisors offers wealth management services including financial planning and investment management. At the start of the relationship, Commerce Advisors works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Commerce Advisors develops a financial outline and investment plan. Commerce Advisors manages client investment portfolios on a discretionary or non-discretionary basis.
Fee Structure
Commerce Advisors manages investment portfolios for clients, charging a fee based on a percentage of the assets managed. The specific fee is negotiated with each client and can range from 0.30% to 1.00% annually, depending on the portfolio size and service needs. Fees are generally paid quarterly, in advance.