CHOICE Financial & Insurance Services provides investment management and financial planning services. For investment management, CHOICE uses third-party advisors like American Funds Service Company and Orion Portfolio Solutions. Financial planning services include investment planning, retirement planning, and education savings. CHOICE also offers seminars and workshops.
Fee Structure
CHOICE Financial uses third-party advisors for investment management. The total annual fee will not exceed 2.00% of your portfolio. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee. The fees are billed quarterly in arrears. Fees for Orion Portfolio Solutions include administration, account maintenance, strategist, and separately managed account fees.