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Credit IQ, LLC

Overview:

By reaching my site, you are more likely than most to understand that investment advising is not what it used to be. The old model of handing over your money to a manager who charges you to take your money and then receives another payment from the Fund where he invests your money is being challenged by the new model of Fee Only financial advisors. I am a Fee Only financial advisor. I am paid for the service I provide to you, much the same as you pay your dentist or your accountant.

Fee only financial advice establishes payment based on the time required to perform the task or fixed fee, rather than the amount of the investment or money paid to the advisor by the recipient of the investment. In simple terms, the success of my business depends on your satisfaction. There is no economic incentive for me to do anything other than prepare the best investment program for you at the least cost I find.

When it comes to investing, time and costs are very important. The direct and indirect costs assessed against your investments deprive you of the opportunity to have those dollars multiply as the years pass. To give you an example, most of you who are careful with your money hesitate to make credit card cash withdrawals when you know that a service fee is charged. Yet every month your investment advisor will likely receive a direct or indirect payment on every dollar you invest. You no longer have to be tied to a system where your investment advisor is the only person guaranteed to make money from your investments.

My services may be as simple as lowering transactional costs of investments you have already decided to make. However, for most clients, my services involve a cooperative effort sharing information to reach a comfortable investment plan. All fees I receive from the recipients of such investments are passed back to you, the investor.

No one can guarantee the success of an investment plan, but some facts are clear – the earlier you start investing, the better chance you have for financial security. The lower your fees, the more you have to invest, and the more independent your financial advisor is, the greater the chance you’ll be invested in what is good for you.

If you are a sophisticated investor, I may be able to help reduce your transaction costs. If you are part of a company plan, you may not be in the best funds for you. If you are a new investor or uncertain about investing, I can help you start the saving and investment habits which should benefit you for the rest of your life.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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