|
Q:
|
What advice would you give to a customer looking to hire a company like yours?
|
|
A:
|
Carefully avoid conflicts of interest. Series 65 Registered Investment Advisors are not allowed to take commissions. Check your "advisor's" business card. If it says "Registered Representative" anywhere on it, he or she does take commissions and 12B-1 fees.
|
|
|
Q:
|
What is the most common type of project or service your company provides?
|
|
A:
|
I craft retirement plans for individuals and families.
|
|
|
Q:
|
In what ways is your company environmentally friendly?
|
|
A:
|
This doesn't apply to my business.
|
|
|
Q:
|
What would you like your customers to know about your company?
|
|
A:
|
Texas Elite Advisory, LLC offers independent fiduciary responsibility. As a fee-only investment advisory firm, we do not sell financial products or receive commissions. Therefore, we are obligated to act in the best interest of our clients.
|
|
|
Q:
|
What is your company best known for?
|
|
A:
|
Personal service and integrity.
|
|
|
Q:
|
What separates your company from the competition?
|
|
A:
|
We are not beholden to any broker dealer or insurance company. Rather, we are truly independent. This enables us to tap the full range of products and strategies for our clients.
|
|
|
Q:
|
Does your company offer a warranty or guarantee?
|
|
A:
|
No. There are no guarantees with respect to investing in securities.
|
|
|
Q:
|
Does your company offer discounts to senior citizens or veterans?
|
|
A:
|
We typically waive our planning fee for seniors and vets.
|
|
|
Q:
|
Tell us a little about your company.
|
|
A:
|
Texas Elite Advisory, LLC is a fee-only state of Texas Registered Investment Advisory
|
|
|
Q:
|
What forms of payment do you accept? (cash, check, credit cards, etc.)
|
|
A:
|
We are a fee only advisory. As such, we do not accept commissions from any broker dealer. Our published fee is 2% of AUM per year. This fee is negotiable.
|
|