Barry Cassese © 2013 All Rights Reserved
Not many understand how the fee system works better than us. Make sure Wall Street is not pulling the wool over your eyes. We will stand on your side.
Here's a million-dollar question and something EVERY Investor needs to ask themselves.
How much more money would I have saved or earned with my Investments IF I knew how to accurately calculate my fees?
It may be a much bigger amount than you would imagine.
Here's the good news....
With our background we know exactly where to look for hidden fees.
No one mandates brokerage firms to calculate fees and charges "clearly" on monthly statements.
Call me cynical but It's those fees and commissions that help fund the Wall Street & Washington cozy relationship.
Wall Street Greed?
It's not as difficult as you think. With very little effort, you may make a big difference in savings.
We will work to protect you and encourage you to take control of your portfolio. Don't be taken advantage of by Wall Street's selfishness.
The "Average Investor" represents a large majority of accounts on Wall Street today.
Now more than ever investors rely on their brokers recommendations to insure their financial independence.
We don't believe the investing public doesn't care to know about the inner circles and how fees are charged. We believe It's simply not explained so openly.
We'll help you answer whose financial
interest comes first with a brief analysis of your brokerage firm statement.
Protecting Investors
InvestMENT ADVISOR
Barry Cassese
We help level the playing field.
You should be gaining the most from your
Investments NOT your broker,
Wall Street Deceptions?
We may have you scratching your head in disbelief with what you pay in hidden fees. THEN, we'll show you how to fix it.
Sometimes the cards are stacked against you. American investors are rarely spared when the market takes a turn for the worse. It's not necessarily Wall Street or Washington that suffers the financial burden, it's YOU, the investor!
Why would you pay a broker potentially tens of thousands of dollars only to be left holding the bag?
Don't fall victim to Wall Street's greed. We beg
of you, DON'T BE NAIVE! You are the average investor and your finances may very well be sacrificed for someone's lavish Wall Street "lifestyle". Wall Street is very dependent on
generating commissions, fees and interest payments.
You don't need to be a victim of "fraud" (although there's plenty of that) in order to fall prey into Wall Streets hands.
In fact, it's the "regular" daily routine of brokerage firms that you should question.
Think of it like this..... The more money in fees and commissions you pay the higher rate of return one must receive to cover all those costs. Did you ever ask yourself: Why can't I ever get ahead with my broker?
We believe Wall Street's fee structure is broken. There is an inherent
conflict of interest when It comes to brokerage firms and the fees they receive from the recommendations they make to their clients. Has your broker ever explained this inherent risk? No?
Maybe, it's not in their best interest for you to know.
We don't believe it's an accident that investors don't know how to easily determine what they pay in brokerage fees. I've personally NEVER seen them clearly calculated on a monthly
statement. It "should" beg the question: Did your broker disclose them to you "Clearly"?
Wall Street has mastered "layering" fees whether they are deducted directly from your portfolio OR by effecting your total rate of return. Is it a coincidence that most firms do a darn good job of making it difficult for you to figure out?
We’re committed to help steer you clear of Wall Street's half-truths. We aid in efforts to stop it dead in its tracks!
We provide smart, sensible and potential cost-effective solutions for your portfolio.
Investor Protection & ManagemENt Services
Wall Street Corruption?
Did you know that many brokers are sometimes "fired" from their firms for not generating enough commissions?
Ask yourself this: How can my broker put my best interest first when such a huge conflict of interest exists?