Comparison: The Steeplechase Difference
Steeplechase Investments
- Fee only advisor
- Investment manager owns same investments as clients
- Direct access with your advisor
- Compensation structure tied directly to growth of assets
- One management fee: What you see is what you get
- Newsletter quarterly by your investment manager
- Personal focus on small number portfolios
- Investment managers background is in risk taking
- Investment oriented
- Trader/investor
- Leadership and performance under pressure
- Education of clients about markets and risk
Full Commission Brokers
- Commission based salesperson
- Broker doesn't share in any of the risk
- Delegation down "food chain"
- Commissions are ever-present: Sale of firms products
- Hidden fees, commissions, 12 b1 fees (exit fees, wrap fees)
- Same old "tired lines"
- Average broker has 400 accounts
- Typical brokers background is in sales
- Sales oriented
- Sales person/money gatherer
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