What You Get From Having Independent, Unbiased Advice From San Diego and Coronado’s Fiduciary Financial Advisor:When clients come to us, they benefit from the following services, which are included as part the asset management fee of 1.0% for qualifying client accounts (minimum of $100,000):1. Customized Portfolio Management for Stock and Bond Portfolios (see below how we manage investment…
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The average worker stays at his or her job for an average of 4.4 years, according to this Forbes article. Chances are, at some point then, you will find yourself in a situation where you’ve still got your 401k plan with your previous employer. And if so, you’ll probably have a few questions like: 1)…
DetailsMost people we meet aren’t aware of the existence, let alone the differences, between what is called the Fiduciary Standard and the Suitability Standard. What are they, why do they matter, and why is our company held to the Fiduciary Standard, and not the Suitability Standard? One of the most important parts you should be…
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We recently had the opportunity to volunteer at an amazing event for 5th graders. It was organized by Junior Achievement of San Diego, called BizTown. Here’s the description from the website: Elementary school students are not old enough to drive, work or vote. But that doesn’t stop them from operating banks, managing businesses, writing checks,…
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