Why work with an independent advisor rather that a full service brokerage?
• As a Registered Investment Advisor certified by the State of California, I am able to provide many investment advisory services. I am a sole proprietor and my overhead is lower than many advisors allowing me to provide services at reasonable rates. I have a smaller more focused practice enabling me to offer personalized, tailored services, flexible meeting times, attention to details, regular communication and personalized investment education and guidance.
Related Questions
- This measure is independent of whether we actually have the staff necessary to acheive a targeted service level. How well do the staffs we have adhered to schedule?
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