Purist Investment Planning Platform
It's our professional opinion that to be able to offer pure objective investment advice without any conflict of interest, one should be a Registered Investment Advisor or "RIA". Behind the scenes most advisors work though a "Broker-Dealer". Unfortunately, the "BD" can have a significant influence on what a financial representative offers it's customers. Never mind the fact that many are publicly traded companies incentivized to increase shareholder value, regardless if your account goes up or not. This becomes the proverbial conflict of interest built into the industry. Because the "Broker-Dealer" takes a substantial portion of the fees, the advisor is also forced to charge a higher percentage to make their cut worth while. The question becomes, who is looking out for your best interest? With our open architecture and competitive fee structure, our firm has no limitations on personal investment solutions.Â
