How do we do business?
Our business is built on a foundation of thoughtful client relationships
American Portfolios' Houston Representatives are experienced professionals, seasoned in money management, financial planning, and tactical asset allocation.
We do business primarily in two ways:
1) The advisory or "fee based" method, where no commissions are paid, rather a fee is charged for services, asset management, and/or advice. Transactions and custodianship of client assets are handled through our clearing relationship with Pershing, LLC (Owned by Bank of New York/ Mellon Bank).
2) The traditional broker/dealer relationship, where clients purchase a stock, bond or mutual fund, and incur a commission or sales charge. Transactions and custodianship of client assets are also handled through our clearing relationship with Pershing, LLC (Owned by Bank of New York/ Mellon Bank).
The majority of our clientele prefer the advisory approach.