This video, presented by Alexander Efros of Athelon Wealth Management, discusses "7 Things Your Wall Street Broker Doesn't Want You To Know." As a commission-free investment advisory firm, we at Family Investment Center like his message and agree with his conclusions.
Most investment professionals work as sellers, representing specific investment firms or products. They earn sales commissions or transaction fees directly related to their success at selling. Good for their companies, but maybe not so good for their customers. Things are very different at Family Investment Center. We earn our fees by representing clients. We work as a buyer for each client family, matching low-cost and productive investments to their circumstances and goals. Our commission-free platform values expertise and experience above sales ability.