your finances
For you who deserve the best.
Our exclusive Advise Financial® Priority, service, where you will get:
- A financial plan specially tailored for you to guide you along the path towards those long, medium, and short term goals that you have set for yourself, carried out by the hand of a CERTIFIED FINANCIAL PLANNER®.
- Managing your investment portfolio serves as the vehicle to take you to those dreams that you want so much, with high diversification and low costs.
- We will accompany you along the way to suggest the necessary actions to transform your finances and assist you in the doubts you may have about your financial issues, serving as your personal advisor.
¿What benefits does it offer me?
This service combines all the virtues of Advise Financial ® Investment and Advise Financial ® Planning with what you will get:
A portfolio with high diversification and low costs.
Our portfolio management service GPS Portfolio Tracker keeps your investments on the right path to your financial goals.
A financial plan personalized to your economic reality and made especially for you, achieving.
Support service in your financial decisions in the complex world of personal finance.
Access to our customer service portal and the entire suite of tools to transform your finances.
How does Advise Financial®
Priority work?
1. " Your current Financial Reality"
First, we will make a financial diagnosis.
We will carry out a personalized survey to determine your current financial reality, establishing the points that must be strengthened and those that must be improved.
2. "We design your financial dreams"
We will help you visualize those short, medium, and long-term financial goals that you want to achieve in a quantifiable way.
You can paint the retirement of your dreams and know what actions to take today so as not to run out of savings in full retirement.
3. "Openning your investment account"
We open an investment account especially for your portfolio.
We will open an investment account especially for your portfolio, where at any time you can make contributions or partial or total withdrawals, in leading institutions in the USA:
- Charles Schwab for clients in the USA.
- Interactive Brokers for international clients.
Suppose you have investment portfolios with other advisors or managed by yourself. In that case, we will include them in the analysis of your profile so that you can have a global vision of your level of risk and the total composition of your investible assets, including risky or speculative investments.
4. "We accompany you in achieving your goals"
We offer you our financial coaching services because we know that a better tomorrow is possible. After all, if you want to go far, what better way than with professionals who guide you along the way, controlling your plans and actions.
2
Your plan will be made by a
CERTIFIED FINANCIAL PLANNER™,
who will present you with a personalized
video so that you can review any point.
We specialize in nurses, physicians, professionals and technology and successful immigrants; we know the ins and outs of your finances and the challenges you face. With exclusive attention and personalized work sessions of your plan with the utmost confidentiality via videoconference.
Service Proposal
Advise Financial ® is for those clients who manage a balance greater than $ 100,000 under our administration, where we will include with the following commissions, financial planning services, portfolio management, and financial support
Advise PremiumUSD
| Advise VIPUSD
| |
|---|---|---|
| Fees for services (% annual) | 0,85% | 0,75% |
| Personalized Financial Plan |  | |
| Portfolio with strategic rebalancing | | |
| Investment account opening - USA | | |
| Consolidated view of your finances | | |
| Chat, mail and phone service | | |
| Annual report of financial plan | | |
| Meetings to review your plan | 9 months | 6 months |
| Financial decision analysis | | |
| Priority access to a CFP® | — | |
| External portfolio study | — | Biannual |
VIP Customer Service Calendar
We invite you to make an appointment to learn more about our services and how we can.
Transform your finances to transform your life.
