No more "Customers Man"



Registered Investment Advisor’s are independent and objective. We serve clients in a fiduciary capacity that is not presently possible within a traditional commission brokerage format. HOW LONG HAVE I BEEN SAYING THAT

Back in the day, with PaineWebber the financial consultant (Registered Representative) was often referred to as the "Customers Man" because we were the face of the firm that the customer knew.

Today, another large investment house, Fidelity announced they are joining many others that have all but eliminated transaction fees and commissions on Exchange Traded Funds (ETF) and pooled or aggregated money.

The big firms are plowing full steam ahead on the Fintech or

Robo Broker approach. This basically has disrupted much

of the role that traditional wire house advisors played.

When I started my firm this is exactly the reason I structured it

the way that I did.

1.) I don't take custody of any funds or securities.

2.) I do not receive any form of payment from any where else.

No brokerage fee, No custodian fee, nothing.

3.) Depending on the needs the services are custom fit

for each client. Sometimes one time advice or plans. Others

require ongoing full service wealth management.

By following these basic standards I've completely removed any potential conflict of interest. I provide independent guidance through the nuanced world of finance.

Here's a link to a story that CNBC aired this afternoon that covered this very important issue.

https://www.cnbc.com/2018/08/01/fidelity-one-ups-vanguard-first-company-to-offer-no-fee-index-fund.html

I invite you to Log On to the web site and book a Free Consultation and free financial review and learn how I can help you. https://www.akininvestmentadvisory.com

#FinancialPlan #financialnews #wealthmanagement #stocksandbonds #registeredinvestmentadvisor

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Legend

This site is intended for clients and interested investors residing in states where Akin Investments, llc is qualified to provide investment services. Akin Investments, llc is a Registered Investment Adviser, located in Biloxi, Mississippi registered with the State of Mississippi. Akin Investments, llc may conduct business in those states or locations in which it is registered or qualifies for an exemption or exclusion from registration requirements similar to or as provided for under established de minimis rules.

 

Akin Investments, llc website in no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of Mississippi, South Carolina or outside of those states with an established de minimis rule. If you have questions on your specific situation please reach out to Akin Investments, llc at (228)-229-5020.

 

Akin Investments, llc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Akin Investments, llc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

  

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