Why are so many high net-worth investors displeased, dissatisfied, or simply upset with the
service and performance their advisor provides them?
Isn’t it time that you worked with an independent,
Too many clients...
It is simply impossible for an advisor to consistently manage hundreds of clients and thousands of holdings. Our experience has shown that advisors, to have success in this business, typically must have over 200 clients. When an advisor has hundreds of clients, with each client holding several accounts and multiple holdings in each account, you end up with tens of thousands of different account variations.Too much bias...
In a world where your advisor’s compensation can vary from .25% to 15% based on the product they sell, it is easy to see where bias can get in the way. Many advisors work at large brokerage firms, as did many of our team members at one time. It was their experience that these firms are constantly pushing, or “strongly encouraging” the use of specific products.Too little comunication...
Lack of communication is often the number one complaint by high net-worth individuals. When you have too many clients, it leads to a lack of ongoing communication. The communication phase should not end at the beginning of the relationship, it should increase through time.Isn’t it time that you worked with an independent,
unbiased, professional TEAM
of seasoned advisors,
who provide comprehensive, contractually committed
services
to only a select few?
Independence
Lawing Financial does not produce anyproduct, nor does Pershing, the custodian
of its assets. Most large broker-dealers
with big names you would know, produce
many different products.
It is our belief that it is impossible to avoid
these biased relationships when the firm
their advisor works for also produces and
markets products.
Safety
While Lawing Financial is independent,it custodies its assets with Pershing, LLC.
Pershing, as of current date, is the largest custodian of brokerage assets. Additionally, they do not underwrite bond offerings or produce any investment products or mutual funds, hence removing bias from your custodial relationship.
