Investment Advisory Accounts

Investment Advisory Accounts

You’ve worked hard for your money over the years. Now, it’s time to have your money go to work for you, so you can set you and your family up for success down the road. Our advisors at Burr Capital Advisors are here to help you navigate today’s complex markets and achieve your financial goals. There are many benefits to fee-based investment advisory accounts, including: 

  1. Expert advice on building your portfolio and selecting the proper security measures. 
  2. Insight on asset classes that can help offset the highs and lows of the market. 
  3. Professional monitoring of your portfolio. 
  4. Transparency into all levels of fees. 
  5. Fee-based advisory accounts promote long-term client relationships, seeing as when the assets grow, both the client and advisor benefit.
  6. Peace of mind that your best interest is the main focus of our advisors when managing your portfolio. 

What Are Investment Advisory Accounts? - Simply put, an investment advisory account allows a financial advisor to work closely with a client to create an investment strategy. Advisors are able to provide advice and insight about investing in different securities, including stocks, bonds, mutual funds, exchange traded funds, and more. At Burr Capital Advisors, all of our advisors take the time to get to know you, your family, and your goals. In doing so, we are able to hone in on the best strategy to help you achieve financial success. 

Why Choose A Fee-Based Investment Advisory Account? - When it comes to investing your money with a financial company, sometimes you can end up paying more than you should depending on how the fees are handled. However, when you choose an investment advisory account that is fee-based, the fees are transparent, and based on the assets within your portfolio. As a result, all of the commission and sales tactics that financial advisors use to earn more money are no longer being used. Instead, the financial advisor is more invested in your portfolio and its success, because when your portfolio grows, both you and your advisor benefit. This results in long-term client relationships and your financial advisor using their experience and tactics to drive results to your portfolio day-in and day-out. 

What Does It Mean To Have A Fee-Based Account? - As mentioned above, a fee-based investment advisory account means you have predetermined fees that are upfront and clear, so you won’t be blindsided by any fees down the road. A great benefit to a fee-based advisory account is that our financial advisors are legally bound to act in your best interest. They will provide you with expert investment advice, and avoid any conflicts of interest that may surface. Simply put, our advisors will do everything they can to help your portfolio grow and succeed, without having any ulterior motives. When you succeed, we succeed. 

Help grow the savings that you’ve worked so hard for over the years by investing it in a fee-based advisory account with us at Burr Capital Advisors. You can rest assured that your money is in the best hands possible. Contact us today to get started.