The Benefits of a Fee-based Fiduciary Firm (ACM is the Fiduciary Firm)
Your future success may depend on the investment strategies you employ today. It is important for our investment adviser representatives at both our Arden and Hendersonville offices to understand your objectives, risk tolerance, and time horizon before custom tailoring a diversified investment strategy to fit your needs.
As a fee-based, independent Investment Advisory Representative (IAR) of Alphastar, we offer our clients various investment portfolios to fit the needs of our client base and their wealth management strategies.
- We require no net-worth or income minimums
- We charge a percentage fee of assets under management (AUM)
Whether you are currently retired and seeking and steady income portfolio, or you have 20+ years until retirement and are seeking maximum growth, our financial advisors can develop a plan for you. Our strategies do not chase returns, rather they rely on diversification across multiple asset classes, helping to minimize risk and reduce volatility.
As a firm, we strive to provide our clients with investment advice portfolios that will help them toward their wealth management goals, while taking into account costs and maintaining flexibility. We offer pre-defined investment strategies to align with various risk profiles and investment objectives of clients. We believe model portfolios using a variety of ETF’s (Exchange Traded Fund), help to reduce costs, provide security diversification, and liquidity.
ETF portfolios offer very low expense ratios and are extremely transparent, allowing us to know what each fund owns at any moment. Because ETFs are traded on an exchange just like stocks, they are flexible, readily tradeable investment instruments.
If you are ready for including wealth management in your financial strategy, contact the financial advisors of Successful Financial Strategies. We have offices in Arden and Hendersonville to serve you. Having a strategic plan in place to understand asset risk and customize your investment strategy should provide you peace of mind, now and later in your life, we are here to help you do just that.
Ready to Learn More?
In addition to helping you get the most out a wealth management plan, we can also help you in your financial planning, life insurance planning, tax planning, annuity planning, and more. Contact us or fill out the form below to speak to a financial advisor at Financial Successful Strategies.