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Your Fiduciary Plan

We know that today you have a lot of choices for financial advice.  And, at times it can seem confusing.  What is the difference between fee-based or commission, an advisor, a broker, or a representative?  Does it make any difference?

Not all investment advisory firms are alike, and they certainly do not collect money from clients in the same way.  Currently, an advisor can collect fees, commissions, or both and that can seem confusing to clients.  Brokerage Specialists is a fee-based investment advisory firm.  We do not want to confuse our clients, and therefore we do not collect commissions on the securities we hold for you in a portfolio.  Please watch the 1-minute video below for an introduction to why this matters to you.

 

We want to offer you a comprehensive portfolio review and analysis report.  The review and the report are complimentary.  For a limited time, we are offering a $100 gift card as a thank you for spending some of your valuable time with us.  To claim your gift card, you must meet the following requirements:

  • Have a minimum $250,000.00 of investible assets including balances in an IRA, 401k, brokerage account, or a financial institution.
  • Come into our office for a first consultation and share with us the information needed to complete your portfolio analysis.
  • Return to our office for an advisory appointment and allow us to present the results of your portfolio analysis review.  You are under no obligation to contract with Brokerage Specialists for any services or make any purchase to qualify for the gift card.  The advisor will give you the gift card at the conclusion of your advisory appointment.

Please complete the contact form on this page to request your first visit and your $100 gift card.  Brokerage Specialists will contact you to set a convenient time to meet with our fiduciary advisor.