Fiduciary & Fee-Only Financial Advisors and Planners
Contact: 614-441-9605 / firstname.lastname@example.org
Thank you for taking the time to visit our site and consider instituting fee billing at your organization and partnering with local registered investment advisors in your community.
I really wanted to make this short video as an intro to the plethora of information that I provided on our website here which really breaks down why it is a great trend that you can do to help your employees have access to a better fundamental set up of having investments and having help if they need them and why they might need them. I provided a few other videos if you look down over to the right that go into more detail about various concepts so I’m going to try to keep this one short and really an introduction. (Click here to goto the “Fee Billing” main webpage)
There’s three main points:
There’s a lot of supporting evidence that I’ve put down through the webpage that you can read and look up from various expert sources such as Morning Star, DALBAR, straight from SEC and other nonprofits that have an interest in this subject and helping investors and employees.
We welcome your questions. Please read through our content, I hope it helps. We would be more than happy to either come see you personally, if you would like to talk about this in more detail, or if you’re farther away or we have hard schedules to connect then we can also do web conferences or webinar.
Thank you very much for your time and please let us know how we can help anytime.