Experience a Different Kind of Relationship
If you’ve reached the point where you want personal, highly customized financial guidance based on your goals, it may be time for an independent Registered Investment Advisor (RIA)
What is a RIA?
A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to clients, many of whom are affluent.
• Many independent RIAs work with complex portfolios requiring highly customized investment management, strategy,
• Many independent RIAs are owned by the individual advisors who run them.
• Many independent RIAs provide advice and services for a fee based on a percentage of their client’s assets.
• RIA firms have a fiduciary duty to act in the best interest of their clients.
Benefits of Working with a RIA
Tailored Advice Based on Your Goals.
Many Registered Investment Advisors (RIAs) believe that their independence is key to offering advice that’s best for you.
You Know What You’re Paying For
Typically, fees are based on a percentage of assets managed, so the RIA has a vested interest in your success. This fee structure is simple, straightforward, easy to understand, and it gives your advisor an incentive to grow your assets.
While many financial advisors may represent that they put their clients’ interest first, RIAs are legally required to do so. You could say that we “talk the talk AND walk the walk”.
Advice for Your Complex Needs
A rich diversity of specialization is among RIAs. Many independent RIAs provide services that address a variety of complex investment needs that often arise when you accumulate significant wealth, such as assisting you with the sale of a business, complicated tax situations, trusts, and inter-generational issues.
A Different Kind of Relationship
RIAs typically form close relationships with clients and have a strong sense of accountability.
Webb Capital Management Strives for a Higher Standard
At Webb Capital Management, we strive to provide you the highest quality financial advising experience we can by holding ourselves to a higher standard. One way we do this is by being a Registered Investment Advisory firm.
As “RIA Stands for You” confidently states, “Many independent RIAs work with complex portfolios requiring highly customized investment management, strategy, and consultation. They usually are owned by the individual advisors who run them, provide advice and services for a fee based on a percentage of their client’s assets, and have a fiduciary duty to act in the best interest of their clients.”
Webb Capital Management feels that being a RIA firm is not simply about financial advice; A RIA firm provides you with the comfort that comes with knowing the important aspects of your life are being taken care of. Contact Us today to learn more.