CLIENT SERVICE

Stock rating through equity notes, investment themes, and other reports Updates on investment dynamics through a macro update, flash notes, etc. Investment inquiry services to answer queries Assist in asset planning and risk consultancy on demand.

KEY TAKEAWAYS

1. A full-service broker offers its clients a wide range of financial services, research, and advice.
2. Additional services can include portfolio analysis and construction, estate planning, tax advice, access to IPO shares, access to foreign markets, and so on.
3. Although discount brokers will be less expensive, they often are aimed at simple execution services for self-directed investors and traders.
4. Full-service brokers are infamous for inflating fees in their client's portfolios.
5. Full-service brokers can be a good decision if you don't want to do your own investment research but still want to be active in the markets.