What it means to be an investor's advocate
The financial industry has become complacent. Technology is revolutionizing investing—driving down costs and increasing access to markets. Is your advisor passing these gains on to you?
Investor Advocates is a different kind of advisory firm that puts our client's needs first by cutting fees by 50% while offering leading-edge research and portfolio-building tools, smarter investments and decades of experience helping clients build their wealth.
Don't let Wall Street tell you that you have to choose between smarter investments or lower fees. Investor Advocates gives you both!
Mick Elfers, Founder-CEO
Transparent fees
We put our fee structure right here on our website so that you know up front exactly how much you'll save.
A full suite of services
Financial planning, investment strategy, estate planning, charitable giving—we provide all of the services other RIAs offer. The only thing you're not getting is overcharged.
A team approach
At Investor Advocates we have embraced a business model that draws resources and expertise from industry-leading service providers and contractors who use cutting-edge technology to bring you deep research and a universe of proven investments.