Who is the Best Advisor for YOU?
In this highly regulated industry there are over 100 professional titles relating to what type of services advisors can provide, with a wide variance of experience and accessibility. It can be very confusing tor you to pick the right professional for your unique circumstances… listed below is a list of some of them.
- Wealth Managers
- Investment Advisor Representatives - are registered and authorized individuals who are either employed by a Registered Investment Advisor, or as an independent, associated with a Registered Investment Advisor who makes any recommendations or otherwise gives financial or investment advice.
- Registered Investment Advisor - manages the assets of individual and institutional investors. They may be licensed or unlicensed individuals, and must always unconditionally put the client’s best interests ahead of his/her own, regardless of all other circumstances.
- Full-service Stockbrokers
- ROBO automated Advisor
- Fee Only
- Commission Only
- Mutual fund company based Financial Professional
- Insurance company based Financial Professional
- Life Insurance Agents
- Account / Tax based Professional
- Attorney based Financial Advice

Which Advisor is best for you?
It depends on your unique wants & needs and the direction you want to go. We serve all types of investors:
- Investors – Mass affluent most of the population
- Accredited investor – Liquid net worth over a million or over 250,000 annual salary.
- HNWI – Liquid net worth of over 5 million
- UHNWI- Liquid net worth over 30 million