
Is an investment advisor right for me?
An independent, fee-based investment
advisor is not owned or operated by a
broker/dealer, and their compensation is
based on the value of the assets they manage
for you. An advisor offers discretionary
portfolio management, which saves you
time, simplifies your investing and enables
you to quickly capitalize on potential market
opportunities. Your advisor will also
help create a long-term strategic plan to
navigate the larger economic and market
environment, keeping your financial goals
on course.