In financial and investment organizations an investment advisory is a group of investment professionals skilled in asset management that provides well-researched, actionable information to a company’s relationship managers and directly to clients.
The investment advisory offers valuable, trustworthy investment information for individuals and firms on stocks, bonds, mutual funds and exchange traded funds. Some investment advisors manage securities portfolios. Investment advisors receive compensation for their advice either as a flat fee, hourly rate or percentage of the assets they manage. It can rise based on the accuracy of their advice.
Investment advisors can assess your investments, savings, insurance, taxes and all other elements of your assets and finances and help you develop a detailed strategy to meet your retirement and estate planning and other financial goals.
They also offer a variety of other services. A properly-educated, experienced investment advisor registered by the Securities and Exchange Commission and possessing relevant licenses and Financial Industry Regulatory Authority can be depended on to provide the appropriate financial products and services to benefit their clients and meet their needs.
Investment advisers must register with the SEC or the securities agency in the state where their principal business is located. Generally speaking, investment advisers with assets under management of more than $100 million must register with the Securities and Exchange Commission.
Those managing less than $100 million must register with a securities agency on the state level. The right investment advisor can cause the growth of people’s finances and other assets.
Richard Blair Wealth Solutions is an experienced successful Registered Investment Advisor that has been registered with the SEC for 23 years. He is founder and CEO of Austin, Texas based Wealth Solutions. Blair is a certified specialist in the handling of annuities, estates and trusts, investment funds, income, tax strategies and retirement income. His company has in excess of $155 million in assets under management.
His client base ranges from high net worth individuals to families as well as small business owners and he has been able to make a significant, positive improvement in their finances and other assets.
His natural aptitude for finance led to immediate success and in 1994 he founded his independent financial services firm Wealth Solutions.