Tired of High Fees & Poor Service?

Jay PeroniUncategorized


As you invest, are you treated like a number? Or treated like a valued client? 

Every investor wants to be heard and respected, but that isn’t always the case. Even if your account is sizable, large investment firms may see you as “small potatoes”.

Consequently, you may end up getting “farmed out” to a low-level assistant instead of getting the service you deserve – or find yourself left with an 800 number instead of an advisory relationship. 

Make the switch that may make you a happier and wealthier investor.

lower feesLower fees. Better service. Is that so much to ask? It really isn’t.

You deserve to invest with the help of a fee-based advisory firm that distances itself from brokerage commissions – a firm that treats you with respect and values what you have to say, whose advisors act in your best interest according to high ethical standards.

Instead of losing too much of your return to onerous account administration and transaction fees, you can choose a cheaper way to invest – one that leaves you more money to grow and compound over time.

Why put up with high fees or inattention? Call us at 866-594-9919 and we can discuss how fee-based investing may make a real difference for you.