Fee-Only – No Commissions
Storehouse does not receive any commissions. None. We only charge a small monthly fee that includes all our services. Fee-only means our interests are aligned with your interests. Since we are fee-only, we can choose the best, low-cost investments for you.
Some of the fees and compensation other financial advisors and brokers receive are called sales load fees, contingent deferred sales charges, 12b-1 fees, revenue sharing fees, transaction fees, commissions, mark-ups, mark-downs, service fees, trail commissions, renewal commissions, new account bonuses, milestone bonuses, travel awards….
We don’t receive any of these. We only charge a small monthly fee that includes all our services. Because we do not receive any commissions, we can choose from hundreds of investments. This freedom to choose allows Storehouse to find the very best investments for your portfolio in the current market climate. We are not limited to any one family of funds or any specific investment product, but can choose those investments that are in the best interest of our clients based on age, personal financial status and risk tolerance.
Monthly Account Evaluation and Rebalancing
At Storehouse, we evaluate all our client accounts monthly. Not yearly, not quarterly, not “never”, but monthly. We change your investments and rebalance them as needed to reduce risk and achieve a better return. We choose investments that help you achieve your goals. Then, every month, we review your investments and make changes for you.
- Move your assets into the best performing sectors of the economy (both foreign and domestic).
- Rebalance your account monthly according to your personalized investment plan.
- Reallocate your portfolio to reduce bear market losses.
For more information, you may download the accompanying brochure or contact a Storehouse Financial representative.
Independent financial advice and management
Storehouse Financial is not limited to any type of investment or fund family. Because we do not accept commissions, we can choose from hundreds of investment options and fund families. This freedom to choose allows Storehouse to find the very best investments for your portfolio in the current market climate.
Low cost investment options with no hidden fees
We choose low cost investments for our client portfolios and all of the Storehouse services are included in our small monthly fee. There are no hidden fees or “kick-backs” from mutual fund companies or brokerages. In fact, if we do receive revenue from a mutual fund, it goes into your account, not ours.
Types of Accounts and Investment Options
Storehouse offers a wide array of investment accounts and investment options. Storehouse is not limited to any specific investment product, but can choose those investments that are in the best interest of our clients based on age, personal financial status and risk tolerance. When you sit down with a Storehouse representative to discuss your investment portfolio, we will help you find the right type of investment account and the right mix of investments for you. Multiple investment options allow Storehouse to tailor your investment portfolio to meet your personal financial needs. Contact a Storehouse representative today. Morningstar Research Types of Accounts • Rollover IRAs • Traditional IRAs • Roth IRAs • IRA for Minors • Beneficiary IRA • SEP IRAs • Simple IRAs • Individual Accounts • Joint Accounts • 401(k)s • Profit Sharing Plans • Defined Benefit Plans Other company Retirement Plans Investments • Mutual Funds • Exchange Traded Funds • Stocks • Bonds • Tax-Free Bonds Money Market
SAVING FOR RETIREMENT
Saving for retirement is an essential part of the financial planning process. Storehouse Financial offers a number of tax-deferred and tax-free savings options. When you sit down with a Storehouse representative, you will find out exactly how much you need to save to reach your retirement goals and how your savings will work with Social Security and other sources of income.
HOW TO INVEST
The process for investing with Storehouse is easy:
Sit down with a Storehouse Financial representative and discuss your financial goals and needs. A written financial plan can be prepared if you desire.
Open the appropriate investment account or give Storehouse the appropriate information about your existing investment account.
Storehouse will evaluate your account(s) monthly and make changes for you to improve returns and protect your assets.