Arbor Wealth explains fee-only relationship with clients

Published: Thursday, October 24, 2013 at 03:03 PM.

Question: To sum up, why do you think the fee-only investment model is really taking off?

Answer:  It puts clients and advisors on the same side of the table. What is good for the client is ultimately good for the advisors.

SEMINAR: Strategies for the Intelligent Investor

Margaret R. McDowell, ChFC®, AIF®, firm founder and principal of Arbor Wealth Management, will lead a presentation on intelligent, tactical strategies designed for current market conditions.  McDowell has been interviewed by the Wall Street Journal, Reuters, Investment Advisor Magazine, Dow Jones Newswires, and Jane Bryant Quinn of AARP Magazine. 

The seminar will be hosted in the Arbor Wealth Management Conference Room on Wednesday, Nov. 6, at 10 a.m. and again at 5 p.m.  Please call 850-608-6121 to reserve space.  Refreshments will be served.  Arbor Wealth’s portfolio management and investment strategies are best suited for investors with $250,000 or more of investable assets (Arbor Wealth’s minimum new client asset level will increase to $500,000 as of Jan. 1, 2014).



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