How We Get Paid

Clients do not pay us directly. The companies we work with pay us. We get paid through a combination of commissions and annual trailer fees on the products we sell. We negotiate the specific amounts with each client, within parameters set by the industry. We operate transparently—you know up front what you are paying and when.

We also offer fee-based accounts for those who prefer it. This means that clients will have the option of paying directly for our services.

In either scenario, we work with you to establish the most efficient plan and ensure you are clear on all fees.

Do you know how your financial planner gets paid?


Upcoming Events & Seminars

More Events »

Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

Details »

Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

Details »

As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

Details »

More News »


:www.leedejonesgable.com

The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association



 

Stephen Whipp on Ethical Investing