THE TOP 12 REASONS
Affluent Investors Choose Institutional Direct Ownership Versus the Fee-Only Advisor

THE TOP 12 REASONS

Affluent Investors Choose Institutional Direct Ownership Versus the Fee-Only Advisor

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What are the Six Disadvantages of Fee-Only Advisors?

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Learn the eight pillars of an efficient portfolio • Learn what most advisors don’t want you to know • Learn the 10 disadvantages of mutual funds • Learn the layers of hidden fees in pooled investment products

THE TOP 12 REASONS Affluent Investors Choose Institutional Direct Ownership Versus the Fee-Only Advisor

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