Advantages Of Working With A Fee-Based Advisor
We Are Process Oriented NOT Product Oriented
- No bias on investment recommendations.
(no commissions paid to the registered investment advisor) - The registered investment advisor’s incentive is to grow your account.
( the advisor is paid a percentage of assets under management) - Access to the widest range of investment choices available.
(stocks, bonds, Treasury notes & bonds, load and no-load mutual funds, CDs, options, alternative investments and hedge funds.) - Quality customer service and investment analysis for your account.
(The advisor can focus on the client’s accounts instead of generating new clients) - Flexibility using one account for many investments.
(consolidated statements makes it easier to understand) - Low cost and fees for your investments.
(We use FTJ FundChoice and TD Ameritrade Institutional as your low-cost custodians) - No worry of having your account churned.
(the registered investment advisor does NOT earn a commission, and therefore has no incentive buy or sell investments unless it's in your best interest) - You receive professional advice on managing your account.
(a professional advisor to guide you instead of doing it alone) - Ability to transfer between many mutual fund families with no fee.
(using the “no-fee network” gives you maximum flexibility with no cost) - You will be more informed about your investments.
(monthly statements and computer access to daily account information) - No long term commitment to working with the advisor.
(you can choose to end the relationship at any time for any reason)