Account Handling

As a fee-based advisor, we do not take possession or have access to accounts opened by our clients. Securities that are purchased are held in each client's individual account. Purchase and sale confirmations, along with monthly account statements will be mailed to you by your broker of choice.

The managing of the account is handled with each client providing the advisor with trading authorization. No cash, securities, etc. can be removed from the account without the authorization of the client.

Discovery Equity Advisors provides advisory services through many different brokerage firms. If you currently do not have a brokerage account/firm, we can recommend several reliable firms. We are not a broker/dealer and therefore benefit in no way from the buying or selling of securities.