Скачать или смотреть The Villages Florida - How to pick a great Advisor if you have $2M+ to $10M+ in portfolio

Are you looking for a new Advisor in The Villages Florida, Lady Lake? Make sure you are not overpaying for your scope of services. #thevillagesflorida

We work with Clients nationwide. Book a meeting here- https://calendly.com/todd-iia/discove...

💲If you are looking for a new Advisor, we are built for the Millionaire Next Door!

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 more than $500k (younger & going to be the Millionaire Next Door) & Clients with $1M to $10M+.