Transparent

There is no other marketplace in the world that has more hidden fees, black boxes and double speak than Wall Street. It seems like you can’t get a straight answer out of anyone. How much does this investment cost? What are the commissions I’m paying? What am I invested in? When will you sell this investment? How am I doing and what are the total management fees? These are typical questions investors have for their brokers, advisors and mutual funds.

At times, the answers from main stream Wall Street can be a bit incomplete. We believe Wall Street is great at sales talk. Here at Fabian Wealth Strategies we engage in clear talk. We want our clients to know we are fee-based asset managers. This removes one of the conflicts of interest that are so common in financial services today. When our clients win, we win – we think this is how it should be.

When it comes to investing, our primary investment vehicles of choice are exchange traded funds (ETF’s). These low-cost investment vehicles are completely transparent. We know exactly what securities are in each position we choose. The question that most investors should be asking of their advisor is, “Why isn’t everyone using ETF’s?” They are simple, inexpensive, understandable, and easy to trade.

After establishing a portfolio game plan for our clients, we review it together in clear talk so that each individual understands the asset management strategy we have developed for them.

On the day we purchase a position, we email our clients explaining why we purchased it and an update on our strategy moving forward. When stocks get volatile, we communicate with our clients to help them understand the market’s mood swings. When you are a client of Fabian Wealth Strategies, you always know what you own, why you own it, and how your investments are performing. Everything we do is completely transparent and that can lead to peace of mind.

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There is no other marketplace in the world that has more hidden fees, black boxes and double speak then Wall Street. Here at Fabian Wealth Strategies we engage in clear talk.

  • Our fees are reasonable and straightforward
  • Our clients understand the management strategy
  • Always know what you own and why you own it
  • Transparency can mean peace of mind