How is Hedgeable different from a local advisor that I might work with at a firm such as Merrill Lynch or Wells Fargo?
We are a national, independent firm, not affiliated with any large institution or bank. Everything we offer is proprietary and done in-house. We do not use any third-party money managers or get paid to push any products. We are a fee-only firm, you never pay us commissions and we have no agreements with any third parties that would earn us any commissions. The structure of the account you open with Hedgeable is similar to that of the large wirehouse firms. The investment account and securities are held in your name and the account is 100% liquid. We do not commingle client assets, every account is managed as a separate relationship. We have discretion over any account you open with us, whereas with some advisors the relationship is non-discretionary (the advisor has to call you before doing a trade to get your permission).
