Monday, May 13, 2013


5 Key Benefits of Independent Registered Investment Advisors


  1. Tailored advice based on your goals. Many RIAs believe that their independence is key to offering advice that's based on what’s best for you.
  2. You know what you're paying for. Typically, fees are based on a percentage of assets managed.
  3. Advice for your complex needs. A rich diversity of specialization among RIAs means you can likely find the type of advice you need.
  4. A different kind of relationship. RIAs typically form close relationships with their clients and have a strong sense of accountability.
  5. You know where your money's held. RIAs typically use independent custodians—such as large brokerage firms—to hold clients' assets and provide related services.

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Disclosure

PETERSON WEALTH ADVISORY, LLC IS A REGISTERED INVESTMENT ADVISOR. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HERE.