At Fischer Wealth Management, Expect More.
When it comes to the effort we put forth to achieve your goals, you’d think they were our goals, too. And, quite frankly, they are.
We’re picky, and we see no reason to change.
There’s no room for “average” in our portfolios. Before a single stock, ETF, bond or mutual fund is ever chosen, our process begins with a series of key tests, which help narrow down the results in each of the desired asset classes to the top few that pass our strict rules. While not always perfect, this process we believe has consistently helped our clients achieve their goals over a variety of market cycles.
Our deliberate process takes many things into consideration, including what type of growth you’ll need, when you’ll need money, liquidity concerns, risk tolerance and the most appropriate type of account.
Objective investment advice and guidance
We take a streamlined approach to your financial future. Without ticket charges and commissions, you can be confident that your portfolio is only constructed with what makes the most sense for you.
In most cases we use:
- A simple, straightforward, flat-fee advisory platform
- Unlimited no-cost stock trades, bond trades, options, ETFs, no-load & load-waived fund trades
Sophisticated offerings on a more personal scale.
No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Our clients are at many different stages of life, so no matter where you are or where you’re trying to go, we help you get there.
We can help you build a portfolio that aligns with your goals, timeline and risk tolerance.
We have the resources and expertise to help build a plan for life’s “what-ifs.”
It is never more important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a feebased account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
