In this 4 Hour Consultation & Review, we:
- Provide in depth analysis searching for compliance issues
- Review for conflicts of interest
- Benchmark your existing fee to industry standards to determine if you are overpaying
- Review existing investment structure and benchmark to industry standards & peers
- Review overall financial wellness and best practices
- Provide a zero obligation consultation service with complete confidentiality
- Provide professional suggestions aimed at improving any of the areas above, with a focus on eliminating compliance issues under regulatory requirements
Reviews are completed by Durig, a Registered Investment Advisor for over 18 years. Durig has over 40 years of professional investment experience, and a long and successful history of providing only the highest level of fiduciary service to clients.
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Disclaimer: Durig Capital (DBA as “Durig”) is a registered financial advisor that provides investors with a specialized, transparent fiduciary service at a very low cost. Please note that we are not a broker/dealer, and reports are intended for distribution only to clients. This is not investment advice from Durig Capital, nor a specific recommendation to buy or sell securities. If you have any questions or concerns about its suitability for your personal investment, you should seek specific investment advice from a registered professional before making an investment decision.