Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What Is an Independent Registered Investment Advisor Firm?

April 26, 2017advisor counseling financial firm independent Investment organization peace registered wise wealth

0

0 Posted

What Is an Independent Registered Investment Advisor Firm?

1 Answer

0

0 Posted

As an independent Registered Investment Advisor Firm, Wise Wealth offers clients two important advantages: • Disclosure: We are required to provide our clients annually with a document that discloses everything in which our firm is involved, including compensation arrangements and conflicts of interest. • Investment plan flexibility: Wise Wealth can truly customize an investment plan to meet our clients’ needs. We have no proprietary investment products and no pressure to push a certain company’s products. We are able to shop the market and use the best money managers available. Contact Wise Wealth for a FREE consultation. 816.889.WISE (9473) If you would like more information on our online financial training, click here.