Asset Management Specialists
An asset management specialist watches your money and adjusts your plan as life changes.
We put your interests first, write down every fee, and manage your account ourselves, not through a call center.
Fiduciary Advice, With Every Fee in Writing
The biggest risk in ongoing management is paying for advice that quietly follows a commission instead of your account.
We are fiduciaries on your investment accounts, so we do that by law, and we are fee-based.
We bill most ongoing management as one clear fee, and we write down any commission in plain words before you decide.
You can check us for free on FINRA BrokerCheck and the SEC adviser records site, and confirm our insurance license through the National Insurance Producer Registry.
Who Needs an Asset Management Specialist
Most people who come to us have money invested but no real plan, and they want an asset management specialist watching it closely instead of leaving it alone.
Others are a few years or even months from retiring, some are younger and just starting with little saved, and many have an old 401k to move after leaving a job.
You do not need a big balance to get real help, we work with people at every level and grow with you.
Anyone who needs a financial advisor for seniors gets a plan built around income, taxes, and protecting what they already saved.
How Ongoing Asset Management Works
Once your money is invested we do not just walk away, we manage it and keep you in the loop all year long.
You get a statement every three months, mailed to you or online if you choose electronic, so you always know where you stand.
- Every three months our money managers read the market, lock in gains, and buy quality funds while they are on sale.
- If you have $10,000 or more and choose electronic statements, we rebalance your accounts every six months to keep them on track.
- You get free reviews every year for the life of your account, with the same advisor who set it up.
- You get your advisor’s direct cell number, so a real person is one call away any time during the year.
Why Asset Management Is Not Gambling
The biggest worry we hear is that putting money in the market is just gambling, but it is not, there is a real science to lowering the risk.
We never put all your eggs in one basket, we spread your money across different types of investments, which is proven to soften market swings.
We also invest a set amount every month, so your money managers lock in gains by selling high and buy good funds on sale when the market dips, which lifts your return over time.
If you want a full written plan first, our investment planning services build that, and then we manage it for you for years.
Why Clients Choose Financial Advisor Pro
Our clients stay with us because we actually manage their money all year, not just review it once.
You get a licensed advisor who must put your interests first, clear fees you can see, and ongoing management built around your goals.
If you already have an advisor, switching is simple, and we handle the paperwork in about one to three weeks.
Call us at (480) 608-2440 or book your free consultation, with no cost and no pressure.
What Our Clients Say
Quinn & Nikki S.
We love the one on one attention and personal touch. They watch our accounts closely and have helped us grow our wealth a lot.
Cody P.
They have been mentors who manage things with real care. I get one on one attention and know I can call anytime for anything.
Melanie & Sebastien P.
We have been clients for over a decade. The way they manage and explain our money has been incredible. We would not go anywhere else.
Larraine B.
They moved me into a much better plan and keep it on track. My savings have grown a lot since.
Dale M.
I always managed my own money and it was hard to trust anyone else. Over time they earned it, and now they guide my accounts and I can always call.
Cody & Hailee R.
They keep our plan on track as life changes. Knowing we are on pace to hit our goals is amazing.
Asset Management Specialists, Frequently Asked Questions
How much does an asset management specialist charge?
Ongoing asset management is usually billed as a percent of the money we manage. That rate is often about 0.5 to 1.5 percent a year. It can go down for larger accounts. We write the exact number in plain dollars before you agree to anything.
How is ongoing asset management different from wealth management or investment planning?
Investment planning writes your goal based strategy first. Wealth management adds tax and estate planning on top of that. Ongoing asset management is the continuing work. It means watching, rebalancing, and adjusting your portfolio after the plan is set. Most clients use two or more of these together.
Is there a minimum account size to work with an asset management specialist?
There is no set dollar amount you need to start with us. Many firms require 100,000 dollars or more, but we do not. Ongoing management helps by keeping your portfolio on track over time. We work with people who are still building their savings. We also work with people who have decades of savings already.
How often is my portfolio reviewed or rebalanced?
We check your accounts against your target mix all the time. We rebalance on a set schedule, or sooner if your mix drifts too far. Then we send you a plain summary of what changed and why.
What happens to my portfolio if the market drops while it is being managed?
No one can promise you will never lose money. Ongoing management is about staying disciplined, not predicting the market. We keep your money spread across different investments. We rebalance back to your target mix instead of reacting to news headlines. We also stay in touch, so you are never facing a downturn alone.
How do I switch to a new asset management specialist if I already have an advisor?
You sign a transfer form. Your new advisor and your old firm handle most of the paperwork. This usually takes one to three weeks. We review your current holdings and fees first. Your money keeps working the whole time.
Do you earn commissions?
We are fee-based. Most ongoing portfolio management is billed as a clear fee. Some products, like certain annuities and insurance, may also pay us a commission. We write down every fee and commission before you agree to anything.
Get Your Portfolio Actively Managed Today
Your portfolio deserves ongoing attention, not just a once a year check-in.
Get clear, fee-based portfolio management from an advisor who puts your interests first.
Or call (480) 608-2440
Financial Advisor Pro
Headquarters:
3707 E Southern Ave. Mesa, AZ 85206
Headquarters:
3707 E Southern Ave. Mesa, AZ 85206