Flexibility, I believe, is one of the many things that sets Stifel, and my practice, apart from the crowd. Our approach is to discuss your situation with you before we establish what makes the most sense for you. Where I reasonably believe it to be in a client’s best interest, I recommend advisory services, brokerage services, or a hybrid approach that incorporates both advisory and brokerage services.
We do not have account minimums. Whatever your financial circumstances, we are always happy to talk with people who might have a need for our services. If we can help, we will discuss your options in simple terms, and if we can’t, we will be honest and upfront about that too.