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How does Net Worth Solutions differ from large investment firms, such as Merrill Lynch, Smith Barney, Morgan Stanley and UBS Paine Webber?

April 26, 2017differ firms Investment large lynch Merrill NET Smith solutions worth

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How does Net Worth Solutions differ from large investment firms, such as Merrill Lynch, Smith Barney, Morgan Stanley and UBS Paine Webber?

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We do not earn any commissions for the purchase or sale of any investment products. We also only focus on managing investment portfolios for a fee – all other financial services and products are outsourced. We do so in order to reduce any potential conflicts of interest on the part of our advisors. Our advisors only earn an appropriate, ongoing fee for the management of client portfolios.