How Does My Advisor Make Money?
As a fiduciary we can pick the path that is best for you. That means I may be paid strictly as a consultant and/or I can get paid to manage assets.
How Are You Different Than Other Advisors?
I am a fiduciary advisor. That means I must put my clients’ interest before my own by seeking the best terms and pricing. Always act in good faith, providing ALL relevant facts to clients. Labor to make sure all my advice is as accurate and thorough as possible. Avoid conflicts of interest. Avoid using a client’s asset to benefit myself, such as purchasing securities for my account before buying them for yours.
Why Should I Hire Suzanne Powell As My Financial Advisor?
My advice is to only work with an RIA. We look at all aspects of your life, including cash flow planning, retirement planning, and the underlying investments and instruments that you own today – and in the future. Basically, we put you first. In contrast a broker/dealer (such as Merrill Lynch, Morgan Stanley, Chase, Wells Fargo Advisors, Baird, Raymond James, Edward Jones) are not allowed to call themselves financial advisors as of June 30th. This is because they will often put their firm’s interests before their clients.