Best Certified Public Accountants in Rockville, MD

A fee-based portfolio charges a fixed percentage fee based on the value of the account. Our fee is an annualized fee which is charged quarterly and is deducted from the portfolio. Transaction based commissions are not charged on assets in a fee-based account. In a traditional brokerage account, commissions and miscellaneous fees are charged on both purchases and sales of securities.

An investment advisor may be given investment discretion by you to decide which securities to purchase, sell and retain in your portfolio without having to verbally confirm each transaction with you. Discretion is important for us to make timely investment strategy changes.

The protection of private, personally-identifiable client information is of the utmost importance to SPC. SPC, its employees, and third party vendors work diligently to ensure that client-sensitive information is protected, encrypted and securely stored.

Each client relationship is unique. You and your advisor will decide together how you would like to communicate to ensure that our services meet your needs.

Given the increasing risk of identity theft, we strongly recommend that any personally identifiable information (PII) be sent either by fax, regular mail, encrypted e-mail or through our portal.