... and financial advisor or CPA and have them review the title to every asset you own. Prepare a spreadsheet that shows the current ownership of each asset and the recommended ownership. Follow-through ...
... 88% of investment adviser representatives are also registered as stockbrokers; stockbrokers can sell products with non-transparent commissions. Because the vast majority of financial advisors are dual-registered ...
... strategies and will explain the advantages and disadvantages of each.
Our advisory services fall into two broad categories: Fee-Only Financial Planning and Fee-Based Asset Management.
Fee-Only Financi ...
... your existing CPA and answer & advise on your tax-related questions.
We have Deep Expertise in Wealth Creation
If you are giving millions of dollars to a financial advisor, shouldn't they have experience ...
Ethan S. Braid, CFA
HighPass Asset Management is an independent fee-only, investment advisory firm with a fiduciary duty to the high net worth clients it serves. HighPass Asset Management was founded ...
... all your advisors and subject matter professionals to ensure everyone is on the same page and working on your behalf.
At this point in the process, our focus will be on:
Develop written goals.
Identif ...
... drive overall net returns.
Expertise Matters
Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly ...