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After checking the disciplinary records of Leonard Rickey Investment Advisors, our system found no disciplinary questions to ask. Checks take place monthly. After checking the regulatory records of Leonard Rickey Investment Advisors, our system has identified the following question s to ask.
Learn more. Why ask? Some firms receive these fees as payments, which creates an incentive to promote them. Will any of my assets be invested in those products? When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark.
For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets. How do you mitigate conflicts that arise from managing accounts with differing fee structures? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts.
Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. This firm receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients.
This firm has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold or have sold short that they will also be recommending to you.
Our system found no other conflict questions to ask. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure Item 5, "Fees and Compensation". View Fee Disclosures. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.
As a result, we do not support personal reviews on the site. For data support, email "support investor. Firms that receive a 4. Any data inaccuracies, please contact our team. With respect to such information, investor. Leonard Rickey Investment Advisors Review.
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Deactivate Cancel. Review Us Now! With over 50 years of combined investment experience and over million in brokerage and advisory assets under management invested through LPL Financial, our team stands ready to partner with you. Call or email our office to schedule a review or meet with us for the first time. Whether you are updating an existing plan or beginning the process, our team is ready to assist you.
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When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. As a matter of policy, BBB does not endorse any product, service or business. BBB reports on known marketplace practices.
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