TARGET is Investacorp Advisory Service's internal fee-based account infrastructure. Rather than receiving a commission, TARGET representatives are compensated from quarterly fees based on a percentage of the client's account value. As the value of the client's account increases, your compensation increases as well. This method of compensation puts you and your clients interests along-side each other, and reassures clients that you are working for the long-term success of their portfolio.

There are currently four different types of TARGET Program accounts available:

TARGET Program is a fee-based brokerage account, which is serviced by the advisor. The TARGET Account gives clients and their advisor the option of utilizing no-load/load-waived mutual funds or individual securities as investment vehicles. The client pays no commissions for trades in the account. Instead, they pay a quarterly fee based on the value of the account. In addition, the client pays nominal transaction charges for each trade with the exception of certain mutual fund transactions.

TARGET Plus is identical to the TARGET Program with one important difference; the client pays none of the standard transaction charges. These costs are redirected and charged to the advisor. The advisor does, however, have the ability to charge a somewhat higher quarterly fee to the client to offset the transaction charges. This platform affords the advisor the ability to provide their clients with a fee-based account with a very predictable cost structure.

TARGET 6 is a variation of our TARGET Program for those Registered Representatives with a Series 6 license. The fee-based account may only purchase no-load or load-waived mutual funds. No individual equity or fixed income securities may be purchased in or transferred to this account.

TARGET Managed offers the advisory services of Institutional Money Managers using individual securities as the underlying investments.