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Ellerbrock-Norris Wealth Strategies takes a holistic, financial planning approach with every client. Proper financial planning means more than a risk tolerance questionnaire. It means that we engage with you on a deeper level by truly understanding your life goals through our unique experience.
Brokers are only required to recommend investments that are “suitable” for their clients. This means they can legally put their interests above their clients when recommending financial products.
As a fiduciary, ENWS is legally and ethically responsible for acting in our client’s best interest.
Clients working with brokers tend to be confused about how much they are paying for services. Brokers are not required to send you a detailed statement showing how much they are compensated for advising you.
As fiduciaries, we must provide you a copy of our ADV brochure that explains the structure of the firm, the services we offer and how we charge for services.
Brokers usually have clients’ assets held with the company the broker works for.
ENWS uses a third-party financial institution to custody our clients’ assets. By doing this, our clients will always receive independent statements to reconcile fees, investments and performance.
Brokers often use their own products when it may not be best for their clients. For example, they may use mutual funds offered through their company.
ENWS does not have proprietary products. Instead, we conduct due diligence to make sure we are using investments that truly meet our clients’ needs.
Hopefully, our recent series of posts on accountants have helped you build a better sense of what to expect from this valuable professional services relationship. Changing accountants can be a time-consuming project, but, if you do not currently have an accountant as part of your professional team or you are unsatisfied with your existing accountant, a few simple questions can guide you to the right solution.
Read MoreDonating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors and volunteers (1). The opportunities to support a nonprofit can seem endless and overwhelming.
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