Broker Check

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
<strong>Which Advisor&#160;is best for you?</strong>

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

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