WEALTH MANAGEMENT

WE OFFER BOTH COMMISSION BASED AND FEE BASED PLATFORMS

At Exclusive Advisors, investment management is a significant part of the value we provide to our clients.  We have a deep understanding and appreciation for objective fee based asset management and advice.  We recognize that investors vary greatly in their circumstances and styles.  One size certainly does not fit all.  Both our commission based and fee based accounts are held with National Financial Services, a Fidelity Investments Company, giving you the confidence that your accounts are held with one of the world's largest clearing and custody providers.