Receive A Personalized Second Opinion Of A Potential Client’s Investment Portfolio

 
RECEIVE A PERSONALIZED SECOND OPINION OF A POTENTIAL CLIENT’S INVESTMENT PORTFOLIO

 

Would a Second Opinion of a Potential Client’s Portfolio Enable Advisors to Obtain a New Client?  Legend Financial Advisors, Inc.® (Legend) As A Subadvisor Can Provide Advisors with a Personalized Second Opinion [Please Call Lou Stanasolovich, Legend’s CEO and President at (412) 635-9210 or (888) 236-5960 for a fee quote.] for a Potential Client’s Existing Investments.  Legend is a Fee-Only1, FiduciaryxThe Department of Labor’s definition of a Fiduciary demands that advisors act in the best interests of their clients, and to put their clients' interests above their own.  It leaves no room for advisors to conceal any potential conflict of interest, and states that all fees and commissions must be clearly disclosed in dollar form to clients.

Source: Investopedia
Advisory Firm.

As Part of the Second Opinion, the Following Services will be Provided:

  1. Legend will Provide the Advisor with an Analysis of the Potential Client’s Existing Investments and the Overall Portfolio Structure.
  2. A Technical Evaluation will be Conducted of Each Existing Investment Based on Historical and Potential Future Performance.
  3. Legend will Provide an Analysis of Potentially How the Existing Portfolio Will Perform in a “Stock Market Crash”.
  4. Legend will Enable the Advisor to have a Personal Discussion with Their Potential Client about the Risk Level they are Willing to Accept and how the Existing Investment Portfolio Fits that Level of Risk.
  5. Legend will Enable the Advisor to Discuss with the Potential Client the Income Tax-Efficiency of their Existing Portfolio.
  6. Legend, if Applicable, will Provide the Advisor with a Safe Withdrawal Percentage that can be Withdrawn Annually from the Potential Client’s Existing Portfolio.
  7. Legend will Enable the Advisor, to Discuss with Their Potential Client, Proposed Cost Reductions Within the Investment Strategy.
  8. Legend will Enable the Advisor, to Discuss with Their Potential Client, Recommendations to Maximize Gains, Preserve Wealth and How to Avoid Unnecessary Risk.

 

For Additional Information:

 

For More Information or for a Specific Fee Quote for Any of the Above-Mentioned Second Opinion or Subadvisory Services, Please Call Lou Stanasolovich, CFP®, CEO and President at (412) 635-9210 or (888) 236-5960.

Legend’s Fee-Only And Transactions Disclosure:

 

1Legend Financial Advisors, Inc.® (Legend) is a Fee-Only Advisory Firm.  Fee-Only Means Legend Never Receives Any Commissions. 

 

Legend’s Clients Will Not Pay (a) a Transaction Fee (also Known as a Trading Fee or Commission) for Exchange-Traded Funds (ETF’s) and/or Exchange-Traded Notes (ETN’s) as well as Exchange-Traded Equities through Virtually All Custodians that Legend Utilizes.  However, Open-End Mutual Fund Trading Fees Are Charged by Custodians.  

 

Legend will Trade Open-End Mutual Funds, Usually an Institutional Share Class, if available, on Behalf of the Client, Through a Few Non-Related Institutional Custodians. 

 

An Institutional Share Class of an Open-End Mutual Fund is Usually the Lowest Cost Share Class with Regard to the Expenses it Charges.  Therefore, Legend Utilizes No-Load, Institutional Cost, Share Classes of Open-End Mutual Funds Due to its Desire to Reduce its Clients’ Investment Costs.  In Fact, Legend’s Clients Only Pay a Small Transaction Fee for Institutional Mutual Fund Trades to the Custodian (Also Known as a Trading Fee or Commission). 

 

Legend Never Receives any Portion of Such Fees/Commissions.

 

  1. Please Note Certain Custodians that Legend May Use to Accommodate Certain Clients May Charge a Very Small Transaction Fee.
   
3D Character with left hand on bright red phone next to Legend’s contact information.

 Legend Financial Advisors, Inc.®
 5700 Corporate Drive, Suite 350
 Pittsburgh, PA 15237
 Telephone: (412) 635-9210
 Toll Free:    (888) 236-5960

 

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