Скачать или смотреть Multi Million Dollar Portfolio? How to Choose the Right Financial Advisor

💲If you are looking for a new Advisor, we are built for High Net Worth Clients!
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How to choose a great financial advisor, focusing on individuals with portfolios ranging from $2 million to $10+ million. Highlights the "fee-only" and fiduciary approach, which helps clients save thousands in fees by cutting out commission-based salespeople. Outlines the three main areas a good advisor should cover: portfolio management, financial planning, and tax strategy. Introduces long-short direct indexing as a superior, tax-efficient solution for mitigating capital gains and handling concentrated or frozen positions. The video concludes with an invitation to a free second opinion, emphasizing the importance of understanding your fees and a comprehensive plan for your financial future.

Can you afford an expensive Advisor/ Broker/ Insurance Sales Rep? We think you can do better!
We suggest you want:
✅1) Fee only, Fiduciary for you 100% of the time.
✅2) Advisor fees below 1%. You don't need to pay 1%+ for a $1M to $10M+ portfolio.
✅3) What scope of work do you need? Portfolio Management, Financial Planning, Tax Optimization.
✅4) We are data-driven and will show you your red flags.
✅4) We help you to live your best life possible.
✅5) We have great partners like Dimensional Funds, Avantis, Vanguard, JP Morgan, AQR, iShares and more.

Contact us for a free 2nd opinion about your financial strategy. You may be shocked by your total fees & red flags. Typical Clients have total investments of $1M to $10M+.

📅⬇️We work with Clients nationwide. Book a meeting here. ⬇️📅
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Benchmark Performance Reports Disclosures:
Historical performance results for investment indexes, ETFs, mutual funds and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. None of the indexes, ETF or mutual funds are meant to describe the performance of actual clients. They are only for informational & educational purposes. The S&P 500 is not the only index used as a benchmark for measuring the performance of a portfolio. Depending upon the holdings in your portfolio, your investment objectives, and your risk tolerance, it may be more appropriate to measure performance against a different benchmark like MSCI World, balanced portfolios or bonds. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark or index strategy.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the advisor), will be profitable or equal to past performance levels. All investment strategies have the potential to profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

The information provided herein is for informational purposes only and is not intended to be, and should not be construed as, legal or tax advice. You should consult with a qualified tax advisor, CPA, or attorney before making any decisions based on this material, as individual situations may vary. We do not provide tax or legal advice. Any tax strategies discussed are general in nature and may not be appropriate for your specific circumstances.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Integrity Investment Advisors’ website and its associated links offer news, commentary, and generalized research, are not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Integrity Investment Advisors, a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.