Discount Brokers vs. Full-Service Brokers

Discount brokers are stockbrokers who don't givebrokers, you are making the decision that you can
investment advice. Discount brokers are not alwaysthink for yourself, and that saving on the cost of
human beings the term "discount brokers" can betrading is more important than added services.
used to describe either an individual ("Frank and SarahFull-service brokers typically offer personalized
are discount brokers") or a company ("OptionsXpressinvestment advice, as well as company-produced
and FirstTrade are discount brokers").investment research reports.
Discount Brokers and Full-Service Brokers - AWhile discounters do not have the time or resources
Comparisonto give individualized recommendations, a growing
In the days before discount brokers, only rich peoplenumber of them are producing research reports on
could afford to invest. This is because thevarious stocks, bonds, mutual funds, and other
non-discount brokers charged such high fees andinvestments, and others are making
commissions. Starting with Charles Schwab, discountthird-party-produced research reports available to
brokers became more popular among averagetheir customers, free of charge.
investors, and the fees and commissions charged bySeveral of the web-based discount brokers offer
discount brokers have been going down each yearfree, real-time streaming quotes, which is something
for the past several decades.that was once only available through full-service firms.
However, it is interesting to note that discountBut the best way to determine whether or not your
brokers still lag full-service brokers in overall assetsbroker is a discounter or a full-service operation is to
under management. While discount brokers serveanswer these questions: Does your broker provide
many more clients, affluent investors snub discountindividualized advice, from one human being to
brokers in favor of their full-service counterparts.another?
As a result, despite the fact that discount brokersDoes your broker require a large (in excess of
are more popular on an individual basis, full-service$10,000) minimum account balance? Does your
brokers are more popular in a total dollar basis.broker charge you commissions for each trade, or an
Charles Schwab, the leader among discount brokers,hourly fee for advice? While most full-service brokers
had a total of $510 billion in assets understill charge commissions instead of hourly fees, a
management as of 1999. By comparison, thegrowing number of them are beginning to go the
full-service broker Merrill Lynch had a staggering $1.7hourly route, and it's probably best to select one of
trillion with a "t." The great disparity is due to thethese brokers if you decide you want full-service.
fact that large institutional shareholders and ultra-richAfter all, if you're paying for investment advice, you
individual investors often need services that goshould be paying for investment advice - not paying
beyond simply placing buy and sell orders.excess commissions when you make a trade. In fact,
For example, if someone wants to move $1 millionsome consumer advocates question the ethics of
worth of Microsoft stock, it isn't as simple as loggingnon-discount brokers who charge commissions
into Ameritrade and placing a sell for 40,000 shares.instead of fees, saying that it encourages these
These huge "block trades" (as they are called) requirebrokers to recommend buying and selling, rather than
the finesse and experience of a full-service broker,holding, even when holding may be most prudent.
and big institutions and billionaire individuals pay dearlyDiscount brokers don't encourage you to buy or sell -
for this expertise.the decision is left entirely up to you, and most
If you don't need this kind of service, should you payindividual investors feel better about this type of
extra for a full-service broker?arrangement. If you can get some bundled services
Discount of Full-Service? Sometimes It's Hard to Tell(for free) at the same time, then all the better!
When you choose to use one of the many discount