Commonwealth offers various advisory programs with different fee structures. The PPS Custom Program (Transactions) assesses transaction charges for the purchase and sale of certain securities. The PPS Custom Program (Platform) assesses a quarterly platform fee that is asset-based rather than dependent on the volume of transactions to cover purchase and sale transactions and annual maintenance fee costs. Advisors may elect to pay the platform fee on a client’s behalf. Commonwealth also receives revenue-sharing payments from NFS based on client assets held by Commonwealth with NFS in non-Fidelity NTF and iNTF funds that participate in Fidelity’s NTF and iNTF programs and non-Fidelity TF funds that participate in Fidelity’s TF program.
5915 Silver Springs Bldg #4, El Paso, TX, 79912
Get directionsAdrian sells fixed insurance products, dedicating about 10-20% of his time to this activity. He is also a co-owner of Dodds Wealth Management Group, LLC, which facilitates securities, advisory, and insurance business, and occupies all of Adrian's time.