Offers personalized support and guidance tailored to individual client needs.

Provides educational resources to help clients navigate complex regulations and market conditions.

Acts as a strategic advisor, assisting with risk management and wellness programs.

May involve higher fees compared to traditional brokerage services due to the consultative nature.

The reliance on a consultative approach may not suit all investors, particularly those who prefer self-directed trading.

Access to services may be limited based on the broker's expertise and resources available.