Too many advisors charge big fees for simple, cookie-cutter strategies. Now more than ever, you need an advisor who will advocate for your financial future.
New financial planning and research tools are cutting costs and leveling the playing field for investors. Is your advisor passing these savings on to you? Read our white paper showing how financial advisors have seen the cost of client services drop and why these savings mean lower fees for you.
Investor Advocates collaborates with leading consultants and service providers to support you, the client. They help us provide research and technical support allowing us to deliver services at a fraction of the cost.
Ready for something new? Let's talk about your financial needs and how we can help.