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What are the benefits of using an Independent Investment Advisor?
Independent Investment Advisor receive are not associated with a larger organization. If a financial advisor works for a large financial advisory firm they are generally , and offers advice to the general public, they experience a great deal of pressure to sell products then move on to the next client. There are wonderful people in this profession; however, unfortunately, because of the structure in which they operate, their interests and your interests are not always aligned. In contrast, an Independent Advisor’s first priority is to their clients.
What differentiates you from other independent financial advisors?
Our goal is to develop a deep and long-term relationship with you that goes beyond what you typically expect from an advisor. Afterall, we realize that your personal finances are a very important part of ensuring your prosperity. To take on that responsibility, we believe that to achieve this level of client care, it is critically important, that you are never viewed as a set of numbers to churn through our computer models. We want to be here for you, your family, your friends and your community; now and 10 years from now.
Unfortunately, the relationship we develop with each client takes time and dedication and there are only so many clients that an advisor can service and deliver high level of service. For instance, when you are selecting your child’s school, you might look for a low teacher to student to ratio, to ensure that your child is receiving the best education. Similarly, at Turquoise Financial Advisory, we limit our client base so that we can sure each of our clients receive the best, personalized care.
However, we are also here to service you in a manner that works for your budget, we are always open to hourly based consulting or fixed fee service for clients who do not wish a more extensive level of service.
Do you offer hourly consultative advice?
Yes we do. We realize that solid financial advice and tax services are something that everyone needs. Although we feel that a full service business model is the best approach to ensuring that all of our clients needs are met, our goal is to also serve the community, and not everyone can afford that level of service.
What are your fees?
Tax Fees
We strive to offer you competitive fees for the advice or services that you provide. We believe that a fair relationship begins by setting our fees in the middle of the market as both of us must feel good about our business.
Tax Services
As such the average market rate for full service CPA’s working for individual clients is $150 per hour. Individual client returns will cost from $300-$700 each, business and partnership returns start at $600 depending on its complexity and the number of schedules. You can always find someone cheaper or more expensive, but if you feel that you know of a better middle price for us to work under, please let us know and we will be glad to discuss the matter.
Financial Advisory Fees
There are several options for a financial advice to choose from including an hourly fee, percentage of assets under management, or fixed fee for a particular service. The fee that we arrange will depend upon the types of services that we provide.