Chapman Capital Advisors

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I received a phone call the other day from a prospective client. She was concerned because of the lack of attention she was receiving from her Financial Advisor. I asked her a few questions and realized why this was happening. It made me think that her situation was no di erent than many of you who might be reading this. Her account was at one of the major brokerage rms we all know. e lack of attention she was getting was not her fault. It happens quite o en at the major brokerage rms and for good reason. Brokerage rms set minimum asset requirements on their advisors for them to be compensated. e advisor in this relationship was not compensated because the relationship size was less than $250,000. ese Money rms set minimum relationship sizes on their accounts and if that minimum is not met then the client is usually directed to a call center Talks where they may speak to a di erent person on any given day. To me this does not seem like good service. A er all, even though your account size by Jay Chapman, CFP® may be smaller, you are still paying a fee to that rm to advise you. at fee is usually the same or more percentage wise as it would be if you dealt All the opinions expressed directly with an individual advisor. e only di erence is the brokerage in this article are that rm keeps the entire fee and does not compensate the advisor who opened of the authors and the account. should not be considered As an Independent advisor, I can work with any client whether their assets nancial advice for your are $250,000 or $10 million. Prior to being an Independent Advisor, I individual portfolio. 1 worked for a couple of major brokerage rms. For me, the decision to leave that business was simple. I wanted to run my own business and If you would like to help as many people as possible. Will ompson and I started this rm to learn more about this help investors achieve their nancial goals. We did it so we could decide topic or have your who we wanted as clients, and we do not discriminate based on a dollar complimentary portfolio gure. If someone comes in with a goal to reach retirement or get through reviewed please contact retirement, we want to help. Jay Chapman, CFP® Both Will and I cut our teeth working at major rms. Our backgrounds at Chapman are completely di erent though. Will worked on the institutional side Capital Advisorsand got his Chartered Financial Analyst certi cation while doing so. e 772-320-9658 or email CFA® is one of the most highly respected designations in our industry. Jay@ChapmanCapitalAdvisors.com It takes years to achieve this designation. His experience is vast, and he has used it within our rm to make it a unique Independent rm in Stuart, FL. ere are not many advisors around that hold both the CFA® Charting a and CFP® designations, but he does, and this sets him apart from other advisors. His credentials are impressive, but the most impressive part to Course For Your me is that Will cares about every client we serve. My background is on the retail, client facing Future side of the industry. I worked for two major brokerage rms as well as a large Independent Which Investor Are You? Registered Investment Advisor prior to starting ✓ A Smart Retiree who plans ahead? Chapman Capital Advisors. I have passed ✓ A Busy Professional with little time? multiple securities licensing exams and hold Work with a Certifi ed Financial Planner™ my certi cate in Financial Planning as well. Although Will and I come from di erent sides Where Experienced Advice Meets Actionable Ideas! of the industry, we both share one common THE ANCHOR TO A STABLE FINANCIAL FUTURE trait. We care about our clients. We want them Call for a Complimentary Consultation Today! to be successful. We want them to achieve their nancial goals. If you are tired of being 772-320-9658 3727 SE Ocean Blvd., Suite 204, Stuart a number and want to work with advisors www.ChapmanCapitalAdvisors.com 56 VOL. 517 A Copyrighted© My Living Magazines. 2021 All Rights reserved. To Advertise call 772-617-4960who care, please give us a call to set up a free consultation.