How to pick a great Advisor if you have $1M to $10M+ (big firms & banks don't want you to watch)

Disclaimer: All comparison pricing and fee schedules are deemed to be valid at the time of recording. Information is from SEC ADV documents & firm websites. Pricing may have changed so check your Advisory agreement and check for new information. https://adviserinfo.sec.gov/firm If you are looking for a new Advisor, we are built for the Millionaire Next Door! Book a meeting here- https://calendly.com/todd-iia/discovery-meeting Free Retirement Checklist: https://www.integrityia.com/wp-content/uploads/2024/07/What-Issues-Should-I-Consider-Before-I-Retire-2024.pdf Can you afford an expensive Advisor/ Broker/ Insurance Sales Rep? We think you can do better! We suggest you want: 1) Fee only, Fiduciary for you 100% of the time. 2) Advisor fees below 1%. You don't need to pay 1%+ for a $1M to $10M+ portfolio. 3) What scope of work do you need? Portfolio Management, Financial Planning, Tax Optimization. 4) We are data driven and will show you your red flags. 4) We help you to live your best life possible. 5) We have great partners like Dimensional Funds, Avantis, Vanguard, JP Morgan, AQR, iShares and more. Contact us for a free 2nd opinion about your financial strategy. You may be shocked by your total fees & red flags. Typical Clients have total investments more than $500k (younger & going to be the Millionaire Next Door) & Clients with $1M to $10M+. We work with Clients nationwide. Book a meeting here- https://calendly.com/todd-iia/discovery-meeting