Brokerage

Looking for help understanding Brokerage?  Kacer Insurance and Financial Services is here to help!

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including Kacer Insurance and Financial Services

 

What is a 'Brokerage Company'?

A brokerage company’s main duty is to be a middleman that connects buyers and sellers to facilitate a transaction. Brokerage companies receive compensation by means of commission once the transaction has successfully completed. For example, when a trade order for a stock is executed, an investor pays a transaction fee for the brokerage company's efforts to complete the trade.​

TYPES OF BROKERAGES

Full-Service Brokerage
Full-service brokerages are also known as traditional brokerages. These companies offer estate planning services, tax advice, and consultations. These companies also offer up-to-date stock prices, quotes, and research on economic conditions and market analysis.

 

Discount Brokerage
A discount brokerage typically charges less than a traditional brokerage. Several companies also offer advice at a lower cost. However, the depth of the advice depends on the size of an investor’s account. These types of companies charge a lower commission by having their clients conduct trades via computerized trading systems.

 

Online Brokerage
Online brokerages only offer a website for investors to conduct transactions on their own. Clients can communicate by email or phone to conduct trades or ask questions. These companies offer their services at a discounted rate because they don't offer investment advice.

 

Captive Brokerage
Captive brokerages are affiliated with a specific mutual fund company. Captive brokers are biased and are persuaded to recommend and sell mutual funds that the mutual company owns. As a result, brokers may sell client’s products that are not in their best interest.

 

Independent Brokerage
Independent brokerages are not affiliated with any mutual fund company. Typically, these brokers can recommend and sell client products.

 

LOOKING FOR MORE ON BROKERAGES?

Kacer Insurance and Financial Services are here to help you with all your investment needs!

 

To get started, just call our office directly, or click the "CONTACT US" button below to send us some basic information about your needs so we can get started on helping you learn more!

 

The information on this site is not intended to be used as the primary basis for investment decisions.  

 

Products and services described may not be eligible for solicitation in your state. This site is for use by individuals residing in states where our products and services may legally be offered.

 

This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdiction in which they are properly registered.  Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of the services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Matt Kacer at (515) 681-1685

Registered Representative of and securities offered through Brokers International Financial Services, LLC Member SIPC. Brokers International Financial Services, LLC and Kacer Insurance are not affiliated companies.

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