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What are the benefits of working with a Registered Investment Advisor?

A significant part of your financial planning strategy is finding the right people to help you achieve your investment goals. There are plenty of professionals in the financial services industry today, but working with people that are Registered Investment Advisors offers specific benefits. First, Registered Investment Advisors are held to a “fiduciary standard.” Next, RIAs provide advice based on your unique situation. Whether you need help with retirement planning, a tax situation, estate planning, or managing assets at multiple places, it’s fundamentally important that your advisor truly understands you, your goals, and your situation. Additionally, RIAs typically charge fees based on a percentage of assets that they manage for you. This fee structure is simple, transparent, and easy to understand.

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