Reasons Affluent Investors Choose Institutional Direct Ownership Versus the Fee-Only Advisor!
Linden Thomas & Company employs a team of financial planners, bond and equity specialists, and advisors who work together to build portfolios directly through our equity and fixed-income strategies. This is why it is important to know beforehand what fee-only advisors provide.
In this guide, you will learn the following:
- What are the types of investment advisors?
- Six disadvantages of fee-only advisors
- What most advisors don't want you to know
- How advisor cost and retail funds contrast with Linden Thomas & Company
- And much more!
While financial planning is your road map, portfolio efficiency is the engine that gets you to your destination! Learn more by downloading our guide!