DriveWealth’s relationship summary tells you about:

• the types of services a firm offers;

• the fees and costs you will have to pay for those services;

• conflicts of interest a broker or adviser may have;

• the required standard of conduct associated with the services a firm offers;  

• whether a firm and its financial professionals have reportable legal or disciplinary history; and

• key questions (conversation starters) to ask your financial professional.

Each firm’s relationship summary uses the same headings and order of topics to make it easy for you to compare firms.

Click Here for DriveWealth’s Client Relationship Summary