We Are Different
Fee Only - NO Commissions
We do not receive any commissions. None.
Some of the fees and compensation other financial advisors and brokers receive are called sales load fees, contingent deferred sales charges, 12b-1 fees, revenue sharing fees, transaction fees, commissions, mark-ups, mark-downs, service fees, trail commissions, renewal commissions, new account bonuses, milestone bonuses, travel awards, etc.
We don’t receive any of those fees. We only charge a small monthly fee that includes all our services. Because we do not receive any commissions, we can choose from hundreds of investments. This freedom to choose allows Storehouse to find the very best investments for your portfolio in the current market climate. We are not limited to any one family of funds or any specific investment product, but can choose those investments that are in the best interest of our clients based on age, personal financial status and risk tolerance.
Monthly Account Evaluation and Rebalancing
We evaluate all our client accounts monthly. Not yearly, not quarterly, or “never”, but monthly. We change your investments and rebalance them as needed to reduce risk and achieve a better return. We choose investments that help you achieve your goals. Then, every month, we review your investments and make changes for you.
- Move your assets into the best performing sectors of the economy (both foreign and domestic)
- Rebalance your account monthly according to your personalized investment plan
- Reallocate your portfolio to reduce bear market losses
We Are Fiduciaries
A Fiduciary is required to act in the best interest of the client even to their own personal detriment. Our professional organizations and government regulatory agencies require us to act in our client's best interests and to avoid and disclose all potential conflicts of interest.
401k and Employer Sponsored Retirement Plan Management - Storehouse Financial can manage your 401k or other employer sponsored retirement plan.
Retirement Planning - Achieving retirement goals requires careful planning. Storehouse will help you develop a retirement plan that matches your personal financial goals and objectives.
Saving for College - Learn about our innovative ways to save for higher education so you can be free to enjoy your child's successes!
Tax Planning - Understanding the laws and regulations and can help you minimize the effect of taxes on your earnings and savings.
Estate Planning, Wills, Trusts or Power of Attorney- Preparing for the future means planning for change. Whatever your goals, it is important to make the right choices.
Insurance Counseling- Understand how much insurance you need, and how much you should pay - without the conflicts of interests.