Years ago I was a Registered Representative for a big firm in the financial industry. I enjoyed working with clients, but I didn't care for the conflict of interest when an advisor doubles as a salesman. We were also unable to work with clients on the accounts that were not with our company. This left a lot of financial items out of the planning picture and added an ongoing expectation to move accounts around.
I decided to go in a different direction with Ashland Advisors. By choice, we are a non-custodian fee-only fiduciary practice. That means no product sales, no account custody issues, and no gaps in client plans. Our freestanding software can accommodate any client accounts, investments, or other holdings with no need to move things around. We don't have any minimum account or asset thresholds for clients, and no ongoing management fees slowly draining funds from client accounts. We charge a simple hourly rate to develop financial plans for clients, and for most new clients the initial setup and plan costs about as much as a tax return.
It's a different business model, but I think it's a better one for clients. Check out the video demos and details below, or give the tools a test drive for yourself. Contact me anytime for an initial no obligation conversation.
Get a feel for the planning software at the link below. The tool will ask for email as a login, but I will never send any nagging follow up emails. I hate spam emails as much as anyone.
If you like what you see and want to learn more, contact me anytime for a no obligation initial conversation.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.
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