Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

11 Common Questions:

Who is an Ideal Client for a Fee-Only Investment Advisor?

We’d like to think that any investor who is seeking to build wealth according to a customized plan based on his or her personal goals — and is willing to adopt a patient, long-term strategy for doing so — is a good candidate for working with a fee-only investment advisor. We believe, and there is academic evidence to demonstrate, that you stand a better chance of achieving your desired financial goals by having an advisor who is “on your side,” versus either trying to do it alone or working with a broker/advisor.

A good analogy can be found in the world of real estate. If you’re in the market to buy a house, the seller’s agent may be very helpful and offer all kinds of ideas on why a house is perfect for you. He or she is likely to genuinely enjoy getting to know you, and be eager to answer your questions. But it’s important to remember that a seller’s agent is ultimately accountable to the seller, not you. To represent your best interests, catching those “gotchas” that even a savvy individual might otherwise miss, you must procure your own attorney and/or buyer’s agent. This sort of expert, objective advice can pay for itself in monetary value as well as in the peace of mind that the additional input provides.

A fee-only investment advisor is the equivalent of your personal buyer’s agent, helping you avoid the many gotchas in our financial markets, and get you where you wish to go.

getting started is simple

315.671.0588 Schedule a meeting Sign Up for Our Newsletter