“Zero Commission Investing is committed to removing the conflict of interest inherent with most financial planning and investment relationships where commissions are paid. Focusing on the client rather then selling them products will always make for a better client/advisor relationship,”
Zero Commission Invetsing offers individual investors risk-based portfolio models. The company provides a free portfolio risk analysis to make sure their current portfolio is aligned with their risk tolerance and goals. This also helps the investor determine their specific investing personality and gives portfolio recommendations based on the survey results. Each portfolio is continuously monitored in order rebalance and stay within risk tolerance guidlines as well as to look for opportunities to tax-loss harvest. Zero utilizes low cost index funds in order to save investors money and build globally diversified portfolios of stocks and bonds, customized to the clients risk profile.
Investment management services are provided for a small annual fee, no matter the size of the account. For example, the annual cost for a $250,000 account paying a 1.5 percent investment management fee is $3,750 per year. In comparison, that same account would cost $13,750 assuming a 5.5% load that comes with funds sold by a broker. More importantly, by not charging commissions, we remove the conflict of interest associated with selling investment products.
Through its website, the company offers more information on how to get started as well as the free portfolio risk analysis.
Investors can visit the website, www.zerocommissioninvesting.com, or call the company at 763-432-0852 weekdays from 8 a.m. - 5 p.m. CT.