How to Invest My Money Using Fee Only Advisors

Many investors are asking “How do I invest my money using fee only advisors?” Financial planners and mutual funds have let most investors down with poor performance and by failing to educate clients about risk management. A lack of understanding asset allocation and risk has partly been due to the fact investors are detached from the investment management process.

How to Invest My Money

One of the benefits of self-directed investing is the ability of the investor to stay knowledgeable about his or her asset allocation and portfolio risk in a timely manner instead of being shocked after receiving monthly or quarterly statements. By using a fee only investment planning service conflicts of interest are eliminated and the investor can say “I have confidence and understand how to invest my money”.

Studies show that keeping investment expenses low greatly increases long term returns. The Do It Yourself Investor can use an online brokerage with extremely low commissions instead of purchasing investments with large fees based on assets invested.

Fee Only Advisors

When hiring fee only advisors look for Do It Yourself Investment Management Services with good long term performance records. Then pick, and stay, with one that has an investment philosophy you feel comfortable with.  

The Arbor Investment Planner has a risk adverse philosophy and a convenient format for easy implementation. Our Premium Service includes the Arbor Asset Allocation Model Portfolio (AAAMP), specific Trade Alerts, and concise market updates that are e-mailed to subscribers as needed.

If you have any questions feel free to contact me directly at KenFaulkenberry@AAAMP.com or 281-719-8904.    

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AAAMP Blog by Ken Faulkenberry

Ken Faulkenberry earned an MBA from the University of Southern California (USC) Marshall School of Business with an emphasis in investments. Ken has 25 years of investment experience and is dedicated to helping people with self-directed investment management through the Arbor Investment Planner. His asset allocation strategies have an outstanding performance record.

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Ken Faulkenberry - The Arbor Investment Planner

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