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Video 17: How to execute your very first trade (walk through)In an advisory account, you pay an annual fee, charged monthly or quarterly, calculated on the value of your investments. The advisory fee pays for investment. Use our local directory to find an American BMO Financial Planner near you. Speak with experienced professionals who can help you with a range of wealth. BMO Investment Services advisors help our clients shape their financial plan and reach their financial goals. Learn about getting access to brokerage.