HOW WE SAVE YOU MONEY
SMART, TRUSTED RETIREMENT PLANNING (NO HIDDEN FEES ATTACHED).
At OpenAir Advisers, our fee-based approach puts more of your money where it should be: in your investments - not in our pockets. Without hidden fees, your portfolio has more money growing in retirement - a method that's lower in cost than a comparative mutual fund portfolio. We find the most cost-effective investment strategies. You only pay for our expert advice (we don't charge any hidden fees).
ARE ADDED FEES RUINING YOUR INVESTMENTS? WE'LL LET YOU KNOW.
As a new client of OpenAir Advisers, you'll receive a free investment audit to expose the true cost of owning each of your investments. If there are hidden fees, we bring them to light. Let us show you how your investment costs with OpenAir Advisers can be significantly lower.
IT'S OUR FIDUCIARY OBLIGATION TO
PUT YOUR INTERESTS FIRST.
OPENAIR ADVISERS IS A REGISTERED INVESTMENT ADVISER (RIA). THAT MEANS WE HAVE A FIDUCIARY DUTY TO OUR CLIENTS.
In other words, we have a legal obligation to always act in your best interest. Brokers are not always obligated to act as fiduciaries and they focus only on selling financial products.
All of your managed accounts are held in a separate custody account with TD Ameritrade - a highly rated national firm.
DON'T FORGET ABOUT YOUR
COMPREHENSIVE TAX STRATEGY
WHEN PLANNING FOR RETIREMENT, MANY DECISIONS YOU'LL MAKE WILL HAVE TAX CONSEQUENCES.
That means taxes play a major role in how to invest and manage your money moving forward. Your one fee with OpenAir Advisers covers every service we provide.