Asset Management Account
The Asset Management Account is an advisory program offered by our affiliate Saxony Capital Management, LLC, an SEC registered investment advisor. Through the Asset Management Account, an advisor representative may manage their client’s assets on a discretionary basis. The clients’ will have a choice of two options to pay transactions costs. The first is an inclusive fee that covers ticket charges with no confirmation fee. The second option is that the client would pay a flat charge per transaction with a confirmation fee.
Registration Qualifications for advisor representatives to use the Asset Management Account: Series 65/66
For more information please contact Mark Thompson at firstname.lastname@example.org.
Saxony Capital Management, LLC.
7401 Watson Rd., Suite 86
St. Louis, MO 63119
Phone (314) 963-9336
Fax (314) 754-0027
An SEC Registered Investment Advisor
Securities Offered through Saxony Securities, Inc./Member FINRA/SIPC