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.
950 Essington Road, Suite 2A, Joliet, IL, 60435
Get directionsAdam sells fixed insurance, coaches basketball, is a co-owner of Pursuit Wealth Group, LLC (facilitating securities, advisory, and insurance business), and is a co-owner of Compass Tax Advisors, LLC (providing tax preparation). He dedicates about 10% of his time to fixed insurance sales, minimal time to Compass Tax Advisors, and full-time hours to Pursuit Wealth Group.