Fee only investment management and consulting /
Specialization in services for dual US/Israeli Citizens
Lawrence Weinman, MBA Registered Investment Advisorph: 310.276.4034 US alt: Israel 052 359 email@example.com
Investing is complicated...
But brokers are likely not the best source for financial advice...
There is an alternative...
Why I work as An indepenent Registered Investment Advisor and why you should care:
Stockbrokers often recommend investments that carry high fees and do not meet the clients best interests.
Stockbrokers are held to a "suitability standard'.
As a Registered Investment Advisor I am held to a higher Fiduciary Standard which requires that I put the clients interests first at all times.
I work on a fee only basis. I receive no compensation from any brokerage firm, nutual fund or other investment provider.
Client accounts are held at Fidelity Investments which acts as custodian for all accounts. Clients have access to their accounts and account information on a 24/7 basis.
You can choose how best to work with me as an advisor:
Ongoing fee only asset management.
Hourly or per project consulting on investment issues.
Copyright 2010 Lawrence Weinman, MBA Fee Only Investment Management All rights reserved.
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