You’re exactly right. I think the industry as whole focuses too much on fees. The real focus should always be on value. While I agree some investors are getting little value from their existing advisor, the studies show a good advisor will have a marked increase in a clients wealth and financial health. Everybody can use a coach! I would suggest an investor interview an advisor and see if there is a fit. Ask them pointed questions about their investment philosophy and how they operate their practice. It's your money at the end of the day. Investors really need to look at the relationship as a partnership.
You provide a rare opportunity to all, and that is the opportunity to participate in Private Placements including some that waive the prohibitive requirement of being an Accredited Investor such as the recent Charlotte's Web pre-stock market listing offer - an offer that had a very low minimum investment. The ROI has been over 100% in just over three months. How does someone interested get their name added to your email list and what is the cost to them to participate in private placements?
Definitely, I encourage everyone to send me their email address and let me add them to the list. Even if they are no interested now, it’s a great way to get educated about it. They’ll see all the types of offerings that exist and are free to ask me questions about them. Many of those investments have zero cost to get into. The important thing to note is that they are aware right away of any fees etc.
I see ... I bet most did not realize how accessible and affordable these opportunities are. Now you are with Arogsys Securities Inc ... is that correct? And from there ... what services are available to clients?
That’s correct. I've been with Argosy Securities as a dealer for the past 3 years. They are one of the last fully independent non-bank owned dealers out there. This gives investors comfort in knowing there is no top-down head office push coming from upper management. As a Financial Planner, I cover all aspects of the financial plan.
224