Many times, investors are turned away from large wealth management firms because they do not meet the lofty investment minimum. In other cases, investors with moderately sized accounts are offered limited services, cookie cutter portfolios, and the most basic financial planning services.
At DreamWork Financial Group, we firmly believe that all investors can benefit from wealth management. We also believe that all investors, regardless of the size of their account, deserve the highest quality service, access to customized portfolios, and fiduciary advice. In short, with DreamWork You Don’t Have to Be Wealthy to Have Wealth Management®.
Effective Wealth Management Provides Fiduciary Access
While it might seem obvious that a financial advisor should act in your best interests, many firms are not held to a fiduciary standard. Some types of advisors, like brokers and fee-based advisors, are only held to a suitability standard – meaning that their recommendations must be in line with your goals and risk tolerance. But just because an investment product is suitable, does not mean that it is the best investment for you, particularly when account fees and loads are taken into account. These same advisors are often paid commissions based on the products they sell, which can create a serious conflict of interest between what is best for your financial future and what is best for the advisor’s bottom line.
At DreamWork, we do things differently. We never accept compensation from third parties to sell their products and our advisors don’t receive commissions from trades. Instead, our advisors are paid based on a percentage of assets under management. This compensation structure eliminates conflicts of interest and ensures that we make more money when you make more money.
Wealth Managers Should Provide High Quality Service – Regardless of Your Net Worth
When you trust an advisor with your hard-earned money, you should be able to understand where your money is invested, the advisor’s plans for helping you reach your goals, and have access to contact them with any questions.
At DreamWork, we create a partnership with our clients based on mutual respect and communication. We take the time to get to know you, your goals, and your investment preferences before making our recommendations, and then we stay in touch. If you have questions about your portfolio, your financial plan, or want to discuss current events in the markets, we are always happy to speak with you.
Our belief is that a well-informed investor has a better chance of financial success. That’s why we strive to share our knowledge in a way that you can understand, even if you don’t have a financial background.
While we believe that this level of service should be the standard, many investment firms only provide such service to their wealthiest clients. At DreamWork, we believe that all clients, regardless of their account balance, should have access to the highest quality service and we work every day to provide it.
All Investors Should Have Access to Custom Portfolios
Your financial goals and vision for the future are unique and your portfolio should be as well. At DreamWork, we offer everyone the ability to have an actively managed portfolio comprised of low-cost ETFs and individual stocks.
We believe that investors should have a voice in the companies and industries that their investments support. That’s why we tailor your portfolio to incorporate your beliefs, values, and ideas. Whether you want to support businesses in your hometown, invest in green initiatives, or get in early with an up-and-coming sector, DreamWork can make it happen.
At large investment firms, your investment decisions are often made by analysts that you don’t know and who don’t know you. At DreamWork, your advisor is your portfolio manager. This ensures you have a relationship with the person trading on your behalf. With a custom portfolio, and an ongoing relationship with the experienced advisor making trades on your behalf, you can rest assured that your money is working toward your goals.
Wealth Management Should be Accessible
At DreamWork, we believe transparency is key. That’s why our prices are clearly listed on our website and communicated to all our clients. Additionally, there are no hidden fees when you invest with us.
In addition to transparency, our prices are affordable. For as little as 0.5% of AUM or $24.99 per month, you can receive fiduciary advice, top-notch service, and a customized portfolio.
With Investing Gameplan™ by DreamWork Financial Group, You Don’t Have to Be Wealthy to Have Wealth Management®
In the past, individualized wealth management was reserved for the very wealthy. But with Investing Gameplan™ by DreamWork Financial Group, all investors can benefit from personalized financial advice.
Investing Gameplan™ is an innovative wealth management program that allows all investors to access fiduciary advice, custom portfolios, and high-quality customer service. Best of all, there is no account minimum to participate.
To get started, contact us.