Self Advisor

Invest For Yourself, Not By Yourself

Self advisor is a service targeted towards catering to the discount brokerage community. With the continued popularity of DIY investing and the abundance of information available through the internet, many individual investors are more empowered to take responsibility of their personal financial matters. However, by avoiding the use of a full service broker, many individual investors find themselves completely without advice on day to day finances, and may fall prey to inefficient use of their financial resources.

 

Financial Advice Without the Price

Self Advisor endeavors to cater to this market, offering a middle ground for individuals who recognize the value of professional advice, enjoy competitive transaction costs, and desire to maintain investment autonomy.  A main drawback of full service brokerage is their inability to offer competitive execution costs relative to their discount peers. The high commissions are arguably validated by the financial advice that is associated with each trade, but clients may be reluctant to whole heartedly follow the recommendation of their advisor.

 

Financial Advice When You Need It

Self Advisor’s service allows the client to enjoy investment autonomy, but also have access to objective financial advice on day to day transactions. Advice is provided for an ad valorem fee, more competitively priced than most investment advisor and full service brokerage firms.

 

To learn more about Advisor Analyzer Services please give us a call at: 646-434-5497 or email us at: services@advisoranalyzer.com