Value of Service
While several of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. Transparency is paramount in all of our discussions, especially regarding fees and any costs associated with our services. Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS. Non-Advisory Products
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide
and to Stifel’s Form CRS, available at www.stifel.com/CRS
Throughout our relationship, we strive to maintain a personal approach, offering you dedicated, personal service, no matter what your account size or net worth. We believe all of our clients deserve thoughtful, customized guidance. If you find prompt responses, flexibility, and availability important, we may be the right financial advisors for you.