5 Reasons Independent Advisors Make a Difference

As fiduciaries regulated under the Investment Advisers Act of 1940, independent registered investment advisors like Elevage Partners are held by law to the highest standard of responsibility to their clients, therefore are required to always act in their clients’ best interests. This encourages a unique level of personalized service not always found in other types of investor-advisor relationships.

Customized guidance based on your entire financial picture.

Independent advisors are not tied to any particular family of funds or investment products. So whether you need help with retirement planning, a tax situation, estate planning or managing assets at multiple places, independent advisors have the freedom to choose the products and services that are best for you.

A relationship that's responsive, attentive and personal.

To offer advice that matches your goals, we believe that independent advisors must first build a strong understanding of your situation. As a result, independent advisors like Elevage Partners focus on building deep relationships with their clients. This takes regular, ongoing interactions. And as business owners, advisors hold themselves personally accountable to their clients.

A fee structure that is simple and transparent.

Many independent advisors charge a fee based on a percentage of assets managed. The fee structure is simple, transparent and easy to understand. It also gives the advisor an incentive to grow your assets. When you succeed, your advisor succeeds.

A high level of expertise to support your complex financial needs.

As an independent advisor, we can help investors address the variety of complex investment needs that arise when you accumulate wealth. Think of an advisor as a financial quarterback who focuses on your entire financial picture.

Your money is held by an independent custodian, not the advisor firm.

Independent advisors use indepenent custodians, such as Schwab and Fidelity, to hold and safeguard client accounts. This provides a system of checks and balances: Your money is not held by the same person who advises you about how to invest it.