Holistic Investment Advisory Services in Fort Worth, TX That Puts The Client First
Our Fee-Only “No-Commission” Policy Ensures that You Get Recommendations with No Conflict of Interest
Many financial advisors earn commissions on the funds they sell. Meaning they only make money when you invest in the funds they represent.
But what if a fund they DON’T represent is a better choice for you? Will they recommend it?
That’s why we the best investment advisors in Fort Worth, TX operate on a fee-only basis. Without a conflict of interest, you can trust that our recommendations are based on what’s best for YOU.
In addition, with a CPA certification, we also understand the complexities of investment tax implications. You don’t have to worry about making a chunk of money only to see it gobbled up at tax time. Our strategic planning incorporates ALL the variables to maximize your wealth.
Our Investment Plan Process
Listen
Everyone’s goals, risk tolerance, and financial needs differ. So before
doing anything our registered investment advisor in Fort Worth, TX, we need to understand your whole financial picture fully. In our initial consultation, we ask a lot of questions, ask a few more questions, and work to get to know you.
Create
Once we understand your goals and preferences,
our investment advisory representative in Fort Worth, TX
builds a plan a plan custom-tailored for your unique financial DNA. We consider your age, your retirement dreams, family, tax bracket, assets…anything that could impact your financial plan.
Implement
Creating the plan is only half the battle. Completing the paperwork and getting the financial ball rolling is a process in itself. We take care of all of this for you so that your investments aren’t delayed because you were missing a form!
Adjust
As life changes, so does your portfolio. Maybe there’s an unexpected kid (whoops!), mom moves in, and there’s a bull market. Wherever happens,
our financial investment advisors in Fort Worth, TX
continue to monitor your plan and make adjustments that maximize your ROI!
To book your financial advisory consultation, give us a call today!
Commissions Bring Profits to Others and Risk to You
Case Study
Shane came to us wanting to review his Merrill Lynch. We noticed he had a taxable brokerage account with mutual funds that had both high internal fees and a high front-end load (sales commission) of 5% totaling $112,500 in fees!
In order for these mutual funds to produce a decent return over the fees they contained riskier stocks. So the broker made money while Shane carried all the risk.
To put the odds more in Shane’s favor we designed a comparable portfolio with lower fees, no commission load, and lower market risk. More of his money went to work
for him! And better yet, when and if we make portfolio changes he will never pay us a sale commission because we don’t work on commission. Thus, he can always trust that we make recommendations based on profitability for
him
and not
us!
