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Today there are more people than ever in the business of giving investment advice. Brokers, banks, insurance agents, investment advisors and all types of so called financial planners are eager to help you manage your investments and all of us have very different backgrounds, fee schedules, legal requirements and ongoing services. Before trusting anyone with your investments you should ask about their experience, find out exactly how they are paid and how they plan to work for you after your initial investment. Any advisor should give you this information in writing. I believe that the combination of the following facts make my practice unique from other advisors.
As an independent advisor I am not restricted by any fee sharing arrangements of a parent company that would prohibit me from recommending the most effective low cost investments I can find.
I do not have any corporate pressure to recommend in house funds or other proprietary investment products because they are more profitable for the firm.
I do not have sales or commission quotes and I do not receive a higher commission if I sell more of a specific product. My income is not tied in any way to the funds I recommend. My investment selections and exchanges are based solely on my independent research.
I am free to “Cap” my management fee rather than being forced to charge a high, unrestricted fee on all of a client’s assets and I am free to exclude any assets managed by the investor.
I send Performance reports to investors monthly not quarterly like most advisors.
I provide every investor with full disclosure of my business practices, fees and investment strategy in writing.
Unlike most representatives of brokerage firms as a Registered Investment Advisor I am a fiduciary and am required by law to act in the best interests of my clients. |
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| This web site is in no way a solicitation or offer to sell securities or investment advisory services except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Advisory services offered through Performance Tracking Inc., A Registered Investment Advisor. |
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