Work for an independent, fee-based private wealth management firm located in beautiful Scottsdale AZ and receive much higher payouts than by the large, national firms.
Client offers:
* independent advise and full transparency -- not a product push.
* integrated advice -- customized planning based on all aspects of clients financial situation -- analyzing both sides of their balance sheet, cash flow, tax and estate
related issues.
* institutional processes -- investment policy statement, financial and estate plan, philanthropic and charitable giving plan.
* Customized reporting -- integrating all financial assets regardless of where they are held.
* Teams of highly experienced professionals that understand their unique set of issues and experiences.
Planning process begins by working closely with our clients to identify their long-term goals and risk tolerance. We then seek to develop a long-term asset allocation and work with each client to implement an appropriate strategy to help them meet their objectives. Additionally, we review each clients portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs. Our client is committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities -- acting as trusted wealth advisor.
Client provides investment consulting, consolidated reporting, tax-managed strategies, investment policy statements, separate accounts, comprehensive performance reporting, financial planning, stock option analysis, alternative investments, concentrated stock consulting.
Commissions are paid on a 50/50 split of all management fees for assets under management. Investment advisor will be paid 50% of all assets transferred to client.
|
