How is working with Vidarrow different than retail brokerage firms?
It's like having a personal CFO for you, your family and your business
Client Focus vs. Standardized Service
Vidarrow takes a highly personalized and custom approach. Unlike Retail Brokerage firms and their standardized offerings, we take the time to understand your unique financial goals, risk tolerance, and values. We then craft bespoke investment strategies that align with your objectives.
Fiduciary Duty vs. Sales Focus
As a RIA we have Fiduciary duty, which means we are legally obligated to act in your best interests above all else. This stands in contrast to the sales-oriented culture of brokerage firms. When we give advice, you can be sure it is for something you need. The same can’t always be said of the retail brokerages. We prioritize mitigating conflicts of interest and ensure transparent fee disclosure, fostering trust in our advisory relationship.
Transparent Fees vs. Hidden Costs
Our fee structure is clear and transparent. We typically charge a fee based on a percentage of assets under management (AUM). In contrast, the retail brokerage fee structure can be opaque, with commission-based compensation potentially leading to hidden costs. We provide full transparency on all investment fees, allowing you to make informed decisions.
Independent Advice vs. Product Bias
We offer unbiased investment advice. Free from proprietary product quotas or sales incentives that are common in the retail brokerage world, we have the freedom to select investments from a wider universe of options. This ensures your portfolio reflects your needs, not the need to meet sales targets or promote in-house products.
Holistic Planning vs. Narrow Focus
We provide comprehensive financial planning. Our approach goes beyond just investment management. We offer expertise in retirement planning, tax planning, estate planning, and risk management, creating a holistic financial plan tailored to your specific needs and aspirations.
Relationship Focus vs. Just a Number
We prioritize personalized attention and accessibility. You'll receive ongoing support from a dedicated advisory team who understands your financial situation. This contrasts with the potential anonymity and advisor turnover you might experience at a larger firm. We build long-term relationships based on trust and communication, ensuring you have direct access to your advisor throughout your financial journey.
